+3,663.5%
PANW vs ASX
+2,074.6%
+1,588.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -10.3% | -0.7% | -9.6% | -10.2% |
| 30D | -8.1% | +2.0% | -10.1% | -8.7% |
| 3M | +19.3% | -1.3% | +20.7% | +18.0% |
| 6M | +110.2% | +71.4% | +38.7% | +74.8% |
| YTD | +80.9% | +135.3% | -54.4% | +35.7% |
| 1Y | +73.3% | +267.5% | -194.2% | +12.7% |
| 3Y | +174.6% | +388.5% | -213.9% | +59.4% |
| 5Y | +327.1% | +417.1% | -90.0% | +136.4% |
| 10Y | +1,277.3% | +872.7% | +404.6% | +494.0% |
| All | +3,663.5% | +2,074.6% | +1,588.9% | +1,319.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling