+166.2%
PANW vs D
+62.9%
+103.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.2% |
| 7D | -6.9% | +0.8% | -7.7% | -6.9% |
| 30D | -7.4% | -0.7% | -6.6% | -7.4% |
| 3M | +26.5% | +2.1% | +24.4% | +26.7% |
| 6M | +104.2% | +6.8% | +97.3% | +104.7% |
| YTD | +82.9% | +16.5% | +66.4% | +84.5% |
| 1Y | +70.7% | +19.2% | +51.6% | +72.2% |
| All | +166.2% | +62.9% | +103.3% | +180.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling