+63.3%
PANW vs AZN
+17.3%
+45.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | 0.0% |
| 7D | -11.8% | +11.5% | -23.3% | -9.7% |
| 30D | -14.4% | +20.8% | -35.2% | -11.2% |
| 3M | -5.0% | +21.5% | -26.5% | -1.4% |
| 6M | +88.6% | +3.0% | +85.6% | +92.2% |
| YTD | +88.9% | +3.9% | +85.1% | +87.1% |
| All | +63.3% | +17.3% | +45.9% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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