+73.3%
PANW vs D
+15.7%
+57.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.1% |
| 7D | -10.3% | +0.4% | -10.8% | -10.2% |
| 30D | -8.1% | -3.6% | -4.5% | -8.8% |
| 3M | +19.3% | -1.0% | +20.3% | +19.1% |
| 6M | +110.2% | +6.3% | +103.9% | +111.1% |
| YTD | +80.9% | +14.7% | +66.2% | +89.2% |
| 1Y | +73.3% | +16.9% | +56.3% | +84.1% |
| All | +73.3% | +15.7% | +57.6% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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