+481.2%
PANW vs AUR
-35.7%
+516.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.5% |
| 7D | -0.8% | +1.4% | -2.2% | -1.0% |
| 30D | -14.6% | -6.4% | -8.2% | -14.1% |
| 3M | +18.3% | +7.7% | +10.6% | +16.8% |
| 6M | +100.5% | +44.5% | +56.0% | +90.1% |
| YTD | +79.5% | +67.4% | +12.1% | +66.7% |
| 1Y | +66.7% | +15.4% | +51.3% | +61.0% |
| 3Y | +161.2% | +94.8% | +66.4% | +117.5% |
| 5Y | +322.2% | -35.1% | +357.3% | +271.9% |
| All | +481.2% | -35.7% | +516.9% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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