+69.6%
PANW vs AMIX
-81.1%
+150.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.6% |
| 7D | +2.0% | +1.6% | +0.5% | +2.0% |
| 30D | -13.0% | -50.8% | +37.8% | -12.4% |
| 3M | +28.6% | -46.3% | +74.9% | +27.1% |
| 6M | +103.0% | -49.9% | +152.8% | +100.0% |
| YTD | +81.9% | -60.4% | +142.4% | +79.2% |
| 1Y | +69.6% | -81.7% | +151.3% | +80.8% |
| All | +69.6% | -81.1% | +150.7% | +80.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling