+3,722.6%
PANW vs APTV
+120.9%
+3,601.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.6% | +0.2% |
| 7D | +2.0% | -1.8% | +3.8% | +2.5% |
| 30D | -11.8% | -7.9% | -3.9% | -9.8% |
| 3M | +28.6% | -29.9% | +58.5% | +41.7% |
| 6M | +104.4% | -36.6% | +141.0% | +129.9% |
| YTD | +83.8% | -40.0% | +123.7% | +109.1% |
| 1Y | +71.5% | -44.0% | +115.5% | +99.1% |
| 3Y | +172.2% | -54.5% | +226.7% | +223.8% |
| 5Y | +332.2% | -68.8% | +401.0% | +466.3% |
| 10Y | +1,306.4% | -16.9% | +1,323.3% | +1,012.2% |
| All | +3,722.6% | +120.9% | +3,601.7% | +2,254.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling