+71.5%
PANW vs D
+15.9%
+55.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +2.0% | -1.6% | +3.6% | +1.6% |
| 30D | -11.8% | -3.5% | -8.3% | -12.4% |
| 3M | +28.6% | -1.6% | +30.2% | +28.2% |
| 6M | +104.4% | +5.8% | +98.6% | +105.1% |
| YTD | +83.8% | +14.5% | +69.3% | +92.2% |
| 1Y | +71.5% | +14.2% | +57.4% | +81.3% |
| All | +71.5% | +15.9% | +55.6% | +81.3% |
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