+2,989.4%
PANW vs ARES
+1,142.5%
+1,846.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.6% |
| 7D | +2.0% | -2.7% | +4.7% | +3.0% |
| 30D | -13.0% | -2.4% | -10.6% | -12.2% |
| 3M | +28.6% | +3.9% | +24.7% | +26.4% |
| 6M | +103.0% | +26.4% | +76.6% | +84.5% |
| YTD | +81.9% | -14.9% | +96.8% | +89.4% |
| 1Y | +69.6% | -20.4% | +90.0% | +79.7% |
| 3Y | +169.4% | +38.8% | +130.7% | +128.5% |
| 5Y | +331.0% | +97.0% | +234.0% | +216.3% |
| 10Y | +1,292.3% | +999.8% | +292.5% | +557.5% |
| All | +2,989.4% | +1,142.5% | +1,846.9% | +1,267.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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