+327.9%
PANW vs AMT
-30.8%
+358.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.0% | +1.5% | +0.6% | +1.8% |
| 30D | -13.0% | +3.7% | -16.7% | -13.5% |
| 3M | +28.6% | -7.2% | +35.8% | +30.0% |
| 6M | +103.0% | -4.2% | +107.1% | +103.6% |
| YTD | +81.9% | +1.9% | +80.0% | +80.0% |
| 1Y | +69.6% | -6.4% | +76.0% | +70.5% |
| 3Y | +169.4% | +7.7% | +161.7% | +150.1% |
| All | +327.9% | -30.8% | +358.7% | +363.7% |
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