+332.2%
PANW vs APD
+24.4%
+307.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.1% |
| 7D | +2.0% | -3.5% | +5.4% | +2.8% |
| 30D | -11.8% | -5.1% | -6.7% | -10.8% |
| 3M | +28.6% | +6.9% | +21.7% | +26.4% |
| 6M | +104.4% | +8.1% | +96.4% | +99.5% |
| YTD | +83.8% | +21.2% | +62.5% | +73.3% |
| 1Y | +71.5% | +4.9% | +66.7% | +68.2% |
| 3Y | +172.2% | +6.3% | +165.9% | +163.1% |
| 5Y | +332.2% | +24.3% | +307.9% | +255.1% |
| All | +332.2% | +24.4% | +307.8% | +255.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling