+89.1%
PANW vs AMIX
-99.9%
+189.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.8% | -10.2% | -1.5% |
| 7D | -6.8% | +11.4% | -18.3% | -6.9% |
| 30D | -22.1% | -40.5% | +18.4% | -21.6% |
| 3M | -15.2% | -80.1% | +64.8% | -13.8% |
| 6M | +57.0% | -74.8% | +131.8% | +53.7% |
| YTD | +77.2% | -84.0% | +161.2% | +74.3% |
| 1Y | +50.7% | -89.7% | +140.4% | +48.7% |
| All | +89.1% | -99.9% | +189.0% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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