+331.0%
PANW vs AMC
-99.5%
+430.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | -0.3% |
| 7D | +2.0% | -6.8% | +8.8% | +2.5% |
| 30D | -13.0% | +1.7% | -14.6% | -13.1% |
| 3M | +28.6% | +26.8% | +1.8% | +25.2% |
| 6M | +103.0% | +117.7% | -14.7% | +89.4% |
| YTD | +81.9% | +57.7% | +24.2% | +73.0% |
| 1Y | +69.6% | -12.5% | +82.1% | +67.3% |
| 3Y | +169.4% | -65.7% | +235.2% | +170.5% |
| 5Y | +331.0% | -99.5% | +430.5% | +474.3% |
| All | +331.0% | -99.5% | +430.5% | +474.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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