+3,634.0%
PANW vs BR
+922.9%
+2,711.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -3.0% | +2.2% | +0.8% |
| 30D | -14.6% | -0.3% | -14.3% | -14.5% |
| 3M | +18.3% | +17.3% | +1.0% | +7.3% |
| 6M | +100.5% | -6.7% | +107.2% | +106.3% |
| YTD | +79.5% | -23.4% | +102.9% | +105.3% |
| 1Y | +66.7% | -32.7% | +99.4% | +104.8% |
| 3Y | +161.2% | -5.9% | +167.1% | +161.7% |
| 5Y | +322.2% | +8.4% | +313.8% | +282.9% |
| 10Y | +1,273.8% | +189.2% | +1,084.6% | +569.7% |
| All | +3,634.0% | +922.9% | +2,711.1% | +872.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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