+164.8%
PANW vs AR
+44.6%
+120.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.0% | -1.2% | +3.2% | +2.1% |
| 30D | -13.0% | +5.5% | -18.5% | -13.4% |
| 3M | +28.6% | +12.9% | +15.8% | +27.0% |
| 6M | +103.0% | +0.1% | +102.9% | +102.0% |
| YTD | +81.9% | +13.5% | +68.4% | +78.5% |
| 1Y | +69.6% | +21.6% | +48.1% | +65.3% |
| All | +164.8% | +44.6% | +120.2% | +195.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling