+62.6%
PANW vs AMRZ
-20.1%
+82.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -0.8% | -7.5% | +6.7% | -0.6% |
| 30D | -14.6% | -12.4% | -2.2% | -14.2% |
| 3M | +18.3% | -22.4% | +40.7% | +18.8% |
| 6M | +100.5% | -29.5% | +130.0% | +100.7% |
| YTD | +79.5% | -24.1% | +103.7% | +77.2% |
| 1Y | +66.7% | -26.3% | +93.0% | +64.5% |
| All | +62.6% | -20.1% | +82.7% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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