+1,412.6%
PANW vs AZO
+297.4%
+1,115.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.1% | +10.0% | +12.4% |
| 7D | +12.2% | -0.6% | +12.8% | +12.4% |
| 30D | -2.7% | -2.0% | -0.7% | -2.3% |
| 3M | +33.7% | -4.8% | +38.6% | +34.7% |
| 6M | +123.9% | -16.8% | +140.7% | +132.0% |
| YTD | +103.0% | -12.6% | +115.6% | +107.2% |
| 1Y | +90.5% | -31.4% | +121.9% | +106.1% |
| 3Y | +204.2% | +15.1% | +189.1% | +184.1% |
| 5Y | +362.8% | +89.6% | +273.1% | +277.9% |
| 10Y | +1,412.6% | +301.2% | +1,111.4% | +922.3% |
| All | +1,412.6% | +297.4% | +1,115.2% | +922.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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