+152.4%
PANW vs D
+73.0%
+79.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.6% |
| 7D | +2.5% | -3.1% | +5.6% | +2.3% |
| 30D | -18.7% | +8.4% | -27.1% | -18.2% |
| 3M | -16.6% | +0.2% | -16.9% | -16.5% |
| 6M | +49.7% | +9.5% | +40.2% | +50.4% |
| YTD | +75.2% | +18.8% | +56.4% | +76.9% |
| 1Y | +53.6% | +14.7% | +38.9% | +55.1% |
| All | +152.4% | +73.0% | +79.5% | +171.0% |
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