+167.4%
PANW vs ATI
+341.5%
-174.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +1.7% |
| 7D | +2.0% | -2.7% | +4.7% | +2.5% |
| 30D | -11.8% | -13.5% | +1.7% | -9.4% |
| 3M | +28.6% | +8.5% | +20.1% | +26.2% |
| 6M | +104.4% | +25.2% | +79.2% | +94.2% |
| YTD | +83.8% | +73.4% | +10.4% | +61.1% |
| 1Y | +71.5% | +160.5% | -89.0% | +35.5% |
| All | +167.4% | +341.5% | -174.1% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling