+3,684.3%
PANW vs BEN
+61.9%
+3,622.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | 0.0% |
| 7D | +2.0% | +3.4% | -1.3% | +0.9% |
| 30D | -13.0% | +1.8% | -14.8% | -13.5% |
| 3M | +28.6% | +8.4% | +20.3% | +25.3% |
| 6M | +103.0% | +35.6% | +67.3% | +82.8% |
| YTD | +81.9% | +46.4% | +35.6% | +59.4% |
| 1Y | +69.6% | +46.3% | +23.3% | +48.3% |
| 3Y | +169.4% | +54.6% | +114.8% | +124.6% |
| 5Y | +331.0% | +39.4% | +291.6% | +263.7% |
| 10Y | +1,292.3% | +57.6% | +1,234.7% | +931.0% |
| All | +3,684.3% | +61.9% | +3,622.4% | +3,080.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling