+62.2%
PANW vs AU
+42.5%
+19.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.0% | -8.6% | -0.7% |
| 7D | -11.8% | +0.8% | -12.5% | -11.8% |
| 30D | -14.4% | -7.0% | -7.5% | -14.4% |
| 3M | -5.0% | +8.5% | -13.5% | -6.0% |
| 6M | +88.6% | -1.3% | +89.8% | +86.7% |
| YTD | +88.9% | +6.8% | +82.2% | +80.5% |
| 1Y | +62.2% | +44.6% | +17.6% | +49.2% |
| All | +62.2% | +42.5% | +19.7% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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