+1,248.2%
PANW vs AU
+699.0%
+549.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.3% |
| 7D | -0.8% | -4.3% | +3.5% | -0.6% |
| 30D | -14.6% | +7.3% | -21.9% | -15.0% |
| 3M | +18.3% | +26.3% | -8.0% | +16.6% |
| 6M | +100.5% | +1.8% | +98.7% | +99.2% |
| YTD | +79.5% | +26.8% | +52.7% | +75.7% |
| 1Y | +66.7% | +66.7% | 0.0% | +60.4% |
| 3Y | +161.2% | +579.1% | -417.8% | +131.6% |
| 5Y | +322.2% | +689.3% | -367.1% | +265.1% |
| All | +1,248.2% | +699.0% | +549.2% | +1,100.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling