+3,677.2%
PANW vs APH
+2,370.8%
+1,306.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.9% |
| 7D | -3.9% | +0.4% | -4.3% | -4.0% |
| 30D | -17.2% | -8.0% | -9.2% | -14.1% |
| 3M | -12.9% | -5.0% | -7.9% | -11.9% |
| 6M | +56.5% | +29.9% | +26.6% | +33.4% |
| YTD | +81.6% | +18.0% | +63.6% | +54.7% |
| 1Y | +53.2% | +11.3% | +41.9% | +34.4% |
| 3Y | +163.9% | +274.9% | -111.1% | +5.9% |
| 5Y | +295.1% | +300.6% | -5.5% | +50.8% |
| 10Y | +1,186.3% | +944.2% | +242.1% | +156.1% |
| All | +3,677.2% | +2,370.8% | +1,306.4% | +342.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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