+84.6%
PANW vs AS
+134.9%
-50.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.4% |
| 7D | -14.2% | +6.9% | -21.2% | -15.3% |
| 30D | -22.6% | +16.0% | -38.6% | -24.9% |
| 3M | -12.7% | -12.8% | +0.2% | -10.5% |
| 6M | +70.9% | -15.4% | +86.2% | +75.6% |
| YTD | +70.4% | -15.7% | +86.1% | +74.1% |
| 1Y | +48.5% | +6.1% | +42.4% | +43.1% |
| All | +84.6% | +134.9% | -50.2% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling