+1,280.2%
PANW vs AR
+44.6%
+1,235.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +2.0% | -1.3% | +3.3% | +2.1% |
| 30D | -11.8% | +3.5% | -15.3% | -12.1% |
| 3M | +28.6% | +9.9% | +18.7% | +27.5% |
| 6M | +104.4% | +4.5% | +99.9% | +103.2% |
| YTD | +83.8% | +13.7% | +70.1% | +81.2% |
| 1Y | +71.5% | +19.2% | +52.3% | +68.3% |
| 3Y | +172.2% | +46.2% | +126.0% | +160.9% |
| 5Y | +332.2% | +145.9% | +186.3% | +295.0% |
| All | +1,280.2% | +44.6% | +1,235.6% | +1,205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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