+316.7%
PANW vs ASX
+444.1%
-127.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | -0.8% | +5.2% | -6.0% | -2.4% |
| 30D | -14.6% | +0.5% | -15.0% | -14.9% |
| 3M | +18.3% | +8.3% | +10.0% | +13.6% |
| 6M | +100.5% | +82.0% | +18.4% | +59.2% |
| YTD | +79.5% | +147.6% | -68.1% | +25.9% |
| 1Y | +66.7% | +258.8% | -192.1% | +0.8% |
| 3Y | +161.2% | +452.1% | -290.8% | +26.1% |
| All | +316.7% | +444.1% | -127.4% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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