+1,248.2%
PANW vs BEN
+56.6%
+1,191.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | -3.1% | +2.3% | +0.2% |
| 30D | -14.6% | +0.2% | -14.7% | -14.6% |
| 3M | +18.3% | +6.8% | +11.4% | +16.0% |
| 6M | +100.5% | +38.1% | +62.4% | +81.4% |
| YTD | +79.5% | +44.3% | +35.2% | +60.0% |
| 1Y | +66.7% | +42.6% | +24.1% | +48.9% |
| 3Y | +161.2% | +52.3% | +108.9% | +122.6% |
| 5Y | +322.2% | +37.6% | +284.6% | +262.7% |
| All | +1,248.2% | +56.6% | +1,191.6% | +940.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling