+1,248.2%
PANW vs APD
+166.7%
+1,081.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.1% |
| 7D | -0.8% | -3.3% | +2.5% | +0.3% |
| 30D | -14.6% | -4.2% | -10.4% | -13.5% |
| 3M | +18.3% | +5.4% | +12.9% | +16.0% |
| 6M | +100.5% | +6.3% | +94.2% | +95.2% |
| YTD | +79.5% | +20.3% | +59.2% | +66.9% |
| 1Y | +66.7% | +1.6% | +65.1% | +63.7% |
| 3Y | +161.2% | +4.0% | +157.2% | +148.9% |
| 5Y | +322.2% | +23.3% | +298.9% | +266.5% |
| All | +1,248.2% | +166.7% | +1,081.6% | +777.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling