+3,634.0%
PANW vs DUK
+228.3%
+3,405.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.3% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -14.6% | -2.4% | -12.1% | -14.3% |
| 3M | +18.3% | -3.0% | +21.3% | +18.5% |
| 6M | +100.5% | -6.6% | +107.0% | +101.8% |
| YTD | +79.5% | +4.6% | +75.0% | +77.4% |
| 1Y | +66.7% | +1.2% | +65.5% | +65.4% |
| 3Y | +161.2% | +45.7% | +115.6% | +139.7% |
| 5Y | +322.2% | +40.3% | +281.9% | +287.1% |
| 10Y | +1,273.8% | +129.9% | +1,143.9% | +1,049.5% |
| All | +3,634.0% | +228.3% | +3,405.8% | +2,769.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 all: compounded portfolio wealth divided by compounded DUK 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…
all analysis · Full analysis span regression · 6 months rolling