+316.7%
PANW vs AZN
+55.9%
+260.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -0.8% | -1.6% | +0.8% | -0.6% |
| 30D | -14.6% | +1.1% | -15.6% | -14.8% |
| 3M | +18.3% | -12.1% | +30.4% | +20.2% |
| 6M | +100.5% | -17.1% | +117.6% | +105.6% |
| YTD | +79.5% | -12.0% | +91.5% | +81.2% |
| 1Y | +66.7% | -0.2% | +66.9% | +63.5% |
| 3Y | +161.2% | +26.8% | +134.5% | +138.7% |
| All | +316.7% | +55.9% | +260.8% | +265.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling