+62.2%
PANW vs AMT
+13.5%
+48.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.7% | -0.4% |
| 7D | -11.8% | +6.0% | -17.8% | -11.4% |
| 30D | -14.4% | +20.1% | -34.5% | -13.4% |
| 3M | -5.0% | +12.4% | -17.4% | -4.5% |
| 6M | +88.6% | +9.9% | +78.6% | +90.2% |
| YTD | +88.9% | +14.4% | +74.6% | +88.6% |
| 1Y | +62.2% | +12.4% | +49.8% | +63.0% |
| All | +62.2% | +13.5% | +48.7% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 1y: compounded portfolio wealth divided by compounded AMT 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…
1y analysis · Full analysis span regression · 6 months rolling