+800.2%
PANW vs AVTR
+1.1%
+799.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.0% | -2.0% | +4.0% | +2.5% |
| 30D | -11.8% | +8.1% | -19.9% | -13.8% |
| 3M | +28.6% | +54.2% | -25.6% | +13.1% |
| 6M | +104.4% | +82.6% | +21.9% | +70.4% |
| YTD | +83.8% | +29.8% | +53.9% | +67.6% |
| 1Y | +71.5% | +18.0% | +53.5% | +57.5% |
| 3Y | +172.2% | -26.4% | +198.6% | +173.7% |
| 5Y | +332.2% | -64.8% | +397.1% | +458.2% |
| All | +800.2% | +1.1% | +799.1% | +650.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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