+1,921.4%
PANW vs BABA
+16.4%
+1,905.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.7% |
| 7D | -3.9% | -3.6% | -0.3% | -3.4% |
| 30D | -17.2% | -8.4% | -8.8% | -16.1% |
| 3M | -12.9% | -20.6% | +7.7% | -9.8% |
| 6M | +56.5% | -25.4% | +81.9% | +63.2% |
| YTD | +81.6% | -30.1% | +111.7% | +90.2% |
| 1Y | +53.2% | -36.3% | +89.5% | +63.2% |
| 3Y | +163.9% | +30.4% | +133.5% | +133.7% |
| 5Y | +295.1% | -35.7% | +330.9% | +293.5% |
| 10Y | +1,186.3% | +16.0% | +1,170.3% | +902.2% |
| All | +1,921.4% | +16.4% | +1,905.0% | +1,325.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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