+1,248.2%
PANW vs ALNY
+260.0%
+988.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -0.8% | -6.5% | +5.8% | 0.0% |
| 30D | -14.6% | +11.0% | -25.6% | -15.9% |
| 3M | +18.3% | -14.1% | +32.4% | +19.0% |
| 6M | +100.5% | -22.4% | +122.9% | +103.7% |
| YTD | +79.5% | -37.5% | +117.0% | +87.5% |
| 1Y | +66.7% | -46.9% | +113.6% | +77.7% |
| 3Y | +161.2% | +22.1% | +139.2% | +141.4% |
| 5Y | +322.2% | +31.2% | +291.0% | +272.7% |
| All | +1,248.2% | +260.0% | +988.2% | +891.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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