+331.0%
PANW vs ALLE
+11.9%
+319.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.3% |
| 7D | +2.0% | -2.2% | +4.2% | +2.7% |
| 30D | -13.0% | -8.3% | -4.6% | -10.7% |
| 3M | +28.6% | +16.3% | +12.4% | +21.8% |
| 6M | +103.0% | +1.8% | +101.2% | +100.3% |
| YTD | +81.9% | -3.9% | +85.9% | +82.2% |
| 1Y | +69.6% | -10.0% | +79.7% | +73.8% |
| 3Y | +169.4% | +45.8% | +123.6% | +121.4% |
| 5Y | +331.0% | +13.3% | +317.7% | +274.4% |
| All | +331.0% | +11.9% | +319.1% | +274.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling