+93.1%
PANW vs AMIX
-99.9%
+192.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.4% |
| 7D | -10.3% | -13.7% | +3.4% | -10.2% |
| 30D | -8.1% | -62.1% | +54.0% | -7.2% |
| 3M | +19.3% | -46.2% | +65.5% | +16.1% |
| 6M | +110.2% | -46.4% | +156.6% | +104.1% |
| YTD | +80.9% | -60.3% | +141.2% | +76.2% |
| 1Y | +73.3% | -79.7% | +152.9% | +69.8% |
| All | +93.1% | -99.9% | +192.9% | +84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling