+3,705.5%
PANW vs APD
+464.3%
+3,241.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | -6.9% | -2.5% | -4.4% | -6.1% |
| 30D | -7.4% | -1.9% | -5.5% | -6.8% |
| 3M | +26.5% | +8.2% | +18.3% | +22.4% |
| 6M | +104.2% | +10.7% | +93.4% | +94.9% |
| YTD | +82.9% | +22.9% | +60.0% | +67.0% |
| 1Y | +70.7% | +5.8% | +64.9% | +64.4% |
| 3Y | +170.9% | +7.8% | +163.2% | +151.8% |
| 5Y | +334.1% | +26.1% | +308.0% | +266.9% |
| 10Y | +1,275.6% | +163.7% | +1,111.9% | +653.6% |
| All | +3,705.5% | +464.3% | +3,241.2% | +1,459.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling