+316.7%
PANW vs DE
+97.2%
+219.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -0.8% | -2.6% | +1.8% | -0.4% |
| 30D | -14.6% | +9.0% | -23.6% | -16.0% |
| 3M | +18.3% | +19.1% | -0.9% | +14.5% |
| 6M | +100.5% | +14.4% | +86.1% | +94.8% |
| YTD | +79.5% | +45.9% | +33.6% | +64.7% |
| 1Y | +66.7% | +43.6% | +23.1% | +53.2% |
| 3Y | +161.2% | +75.9% | +85.4% | +127.5% |
| All | +316.7% | +97.2% | +219.5% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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