+316.7%
PANW vs AMP
+122.1%
+194.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.7% |
| 7D | -0.8% | -0.5% | -0.3% | -0.5% |
| 30D | -14.6% | -1.3% | -13.2% | -14.1% |
| 3M | +18.3% | +24.2% | -5.9% | +5.8% |
| 6M | +100.5% | +24.6% | +75.9% | +78.7% |
| YTD | +79.5% | +14.8% | +64.7% | +65.3% |
| 1Y | +66.7% | +12.8% | +53.9% | +54.5% |
| 3Y | +161.2% | +69.0% | +92.3% | +89.3% |
| All | +316.7% | +122.1% | +194.5% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling