+95.2%
PANW vs AMIX
-99.9%
+195.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -6.9% | -3.4% | -3.6% | -6.9% |
| 30D | -7.4% | -54.4% | +47.0% | -6.7% |
| 3M | +26.5% | -45.7% | +72.3% | +23.0% |
| 6M | +104.2% | -49.2% | +153.3% | +98.4% |
| YTD | +82.9% | -60.3% | +143.3% | +78.2% |
| 1Y | +70.7% | -81.4% | +152.1% | +67.5% |
| All | +95.2% | -99.9% | +195.1% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling