+152.1%
PANW vs APD
+29.7%
+122.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +2.7% | +3.8% | -1.2% | +2.1% |
| 30D | -14.1% | +8.2% | -22.3% | -15.0% |
| 3M | -18.6% | +4.3% | -22.9% | -19.1% |
| 6M | +41.5% | +4.7% | +36.8% | +40.6% |
| YTD | +74.9% | +31.5% | +43.4% | +65.8% |
| 1Y | +57.4% | +23.5% | +33.8% | +51.0% |
| 3Y | +152.1% | +29.1% | +123.0% | +144.1% |
| All | +152.1% | +29.7% | +122.4% | +144.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling