+3,634.0%
PANW vs AZO
+653.8%
+2,980.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -0.8% | -3.6% | +2.8% | +0.2% |
| 30D | -14.6% | -5.6% | -9.0% | -13.3% |
| 3M | +18.3% | -6.6% | +24.9% | +19.8% |
| 6M | +100.5% | -22.5% | +123.0% | +113.2% |
| YTD | +79.5% | -15.2% | +94.7% | +85.3% |
| 1Y | +66.7% | -33.9% | +100.7% | +84.6% |
| 3Y | +161.2% | +11.8% | +149.4% | +142.6% |
| 5Y | +322.2% | +85.5% | +236.7% | +230.9% |
| 10Y | +1,273.8% | +298.2% | +975.6% | +709.8% |
| All | +3,634.0% | +653.8% | +2,980.2% | +1,728.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling