+1,248.2%
PANW vs ALLE
+158.4%
+1,089.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.8% |
| 7D | -0.8% | -2.4% | +1.6% | 0.0% |
| 30D | -14.6% | -7.7% | -6.9% | -12.3% |
| 3M | +18.3% | +15.2% | +3.1% | +11.9% |
| 6M | +100.5% | +5.4% | +95.1% | +94.9% |
| YTD | +79.5% | -2.9% | +82.4% | +78.8% |
| 1Y | +66.7% | -12.8% | +79.5% | +72.5% |
| 3Y | +161.2% | +47.2% | +114.1% | +117.1% |
| 5Y | +322.2% | +13.5% | +308.7% | +278.7% |
| All | +1,248.2% | +158.4% | +1,089.8% | +759.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling