+161.2%
PANW vs AMP
+66.7%
+94.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.6% |
| 7D | -0.8% | -0.5% | -0.3% | -0.6% |
| 30D | -14.6% | -1.3% | -13.2% | -14.1% |
| 3M | +18.3% | +24.2% | -5.9% | +7.4% |
| 6M | +100.5% | +24.6% | +75.9% | +81.5% |
| YTD | +79.5% | +14.8% | +64.7% | +67.1% |
| 1Y | +66.7% | +12.8% | +53.9% | +56.1% |
| 3Y | +161.2% | +69.0% | +92.3% | +101.5% |
| All | +161.2% | +66.7% | +94.6% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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