+295.1%
PANW vs ALLE
+54.3%
+240.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +2.2% |
| 7D | -3.9% | -0.8% | -3.1% | -3.6% |
| 30D | -17.2% | +27.4% | -44.5% | -23.3% |
| 3M | -12.9% | +13.8% | -26.7% | -16.4% |
| 6M | +56.5% | +45.5% | +11.1% | +37.9% |
| YTD | +81.6% | +21.4% | +60.2% | +68.9% |
| 1Y | +53.2% | +15.4% | +37.9% | +45.2% |
| 3Y | +163.9% | +91.7% | +72.2% | +97.1% |
| 5Y | +295.1% | +54.5% | +240.6% | +210.3% |
| All | +295.1% | +54.3% | +240.9% | +210.3% |
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