+161.2%
PANW vs CHD
+0.7%
+160.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -0.8% | -4.5% | +3.7% | -1.0% |
| 30D | -14.6% | -6.7% | -7.8% | -14.8% |
| 3M | +18.3% | -2.7% | +21.0% | +18.2% |
| 6M | +100.5% | -4.9% | +105.4% | +100.8% |
| YTD | +79.5% | +13.3% | +66.2% | +76.4% |
| 1Y | +66.7% | +1.0% | +65.7% | +66.1% |
| 3Y | +161.2% | +1.3% | +159.9% | +146.7% |
| All | +161.2% | +0.7% | +160.5% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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