+1,248.2%
PANW vs APTV
-16.1%
+1,264.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -5.0% | +4.2% | +0.6% |
| 30D | -14.6% | -6.1% | -8.5% | -13.2% |
| 3M | +18.3% | -33.0% | +51.3% | +30.8% |
| 6M | +100.5% | -35.2% | +135.7% | +121.8% |
| YTD | +79.5% | -40.1% | +119.7% | +102.2% |
| 1Y | +66.7% | -45.6% | +112.3% | +92.7% |
| 3Y | +161.2% | -54.4% | +215.6% | +206.0% |
| 5Y | +322.2% | -68.9% | +391.1% | +440.1% |
| All | +1,248.2% | -16.1% | +1,264.3% | +1,117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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