+273.2%
PANW vs AMT
-15.7%
+288.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | +2.7% | +1.5% | +1.2% | +2.5% |
| 30D | -14.1% | +6.8% | -20.9% | -15.0% |
| 3M | -18.6% | +11.2% | -29.8% | -20.1% |
| 6M | +41.5% | +12.5% | +29.0% | +38.2% |
| YTD | +74.9% | +12.5% | +62.4% | +70.3% |
| 1Y | +57.4% | +10.1% | +47.3% | +53.8% |
| 3Y | +152.1% | +16.0% | +136.1% | +132.1% |
| All | +273.2% | -15.7% | +288.9% | +280.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling