+334.1%
PANW vs COMP
-32.0%
+366.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +1.5% |
| 7D | -6.9% | +4.1% | -11.0% | -7.5% |
| 30D | -7.4% | -14.5% | +7.2% | -5.7% |
| 3M | +26.5% | +41.8% | -15.3% | +20.8% |
| 6M | +104.2% | +23.6% | +80.6% | +96.4% |
| YTD | +82.9% | +1.7% | +81.2% | +79.5% |
| 1Y | +70.7% | +12.6% | +58.2% | +64.5% |
| 3Y | +170.9% | +221.9% | -50.9% | +116.0% |
| 5Y | +334.1% | -28.1% | +362.3% | +289.7% |
| All | +334.1% | -32.0% | +366.2% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 5y: compounded portfolio wealth divided by compounded COMP 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…
5y analysis · Full analysis span regression · 6 months rolling