+73.3%
PANW vs BG
+50.1%
+23.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.2% |
| 7D | -10.3% | +2.8% | -13.1% | -9.9% |
| 30D | -8.1% | +12.0% | -20.1% | -6.7% |
| 3M | +19.3% | -7.7% | +27.0% | +19.5% |
| 6M | +110.2% | +4.5% | +105.7% | +112.7% |
| YTD | +80.9% | +35.7% | +45.2% | +89.1% |
| 1Y | +73.3% | +50.1% | +23.2% | +82.8% |
| All | +73.3% | +50.1% | +23.2% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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