+161.2%
PANW vs BTG
+94.8%
+66.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -0.8% | -3.8% | +3.0% | -0.5% |
| 30D | -14.6% | +3.6% | -18.2% | -14.9% |
| 3M | +18.3% | +32.0% | -13.7% | +15.1% |
| 6M | +100.5% | +3.4% | +97.1% | +98.1% |
| YTD | +79.5% | +20.8% | +58.7% | +74.3% |
| 1Y | +66.7% | +22.4% | +44.3% | +60.8% |
| 3Y | +161.2% | +91.7% | +69.5% | +148.1% |
| All | +161.2% | +94.8% | +66.4% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling