+62.2%
PANW vs AS
+3.3%
+58.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -0.6% |
| 7D | -11.8% | +13.8% | -25.5% | -11.7% |
| 30D | -14.4% | +16.7% | -31.1% | -14.6% |
| 3M | -5.0% | -11.5% | +6.5% | -3.8% |
| 6M | +88.6% | -5.5% | +94.1% | +89.7% |
| YTD | +88.9% | -14.2% | +103.1% | +90.5% |
| 1Y | +62.2% | +2.1% | +60.2% | +61.0% |
| All | +62.2% | +3.3% | +58.9% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling