+295.1%
PANW vs AMC
-99.1%
+394.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.6% | +2.6% |
| 7D | -3.9% | -2.8% | -1.1% | -3.7% |
| 30D | -17.2% | +14.0% | -31.2% | -17.9% |
| 3M | -12.9% | +42.5% | -55.4% | -14.9% |
| 6M | +56.5% | +142.6% | -86.0% | +45.8% |
| YTD | +81.6% | +119.2% | -37.7% | +69.1% |
| 1Y | +53.2% | +40.7% | +12.5% | +46.7% |
| 3Y | +163.9% | -57.3% | +221.2% | +162.5% |
| 5Y | +295.1% | -99.1% | +394.3% | +402.5% |
| All | +295.1% | -99.1% | +394.2% | +402.5% |
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