+62.2%
PANW vs BEN
+56.2%
+6.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -2.1% |
| 7D | -11.8% | +6.7% | -18.5% | -13.6% |
| 30D | -14.4% | +3.0% | -17.4% | -15.3% |
| 3M | -5.0% | -4.3% | -0.6% | -3.4% |
| 6M | +88.6% | +16.4% | +72.2% | +79.3% |
| YTD | +88.9% | +46.8% | +42.2% | +62.2% |
| 1Y | +62.2% | +57.3% | +4.9% | +35.9% |
| All | +62.2% | +56.2% | +6.0% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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