+1,248.2%
PANW vs ED
+108.5%
+1,139.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.1% | -2.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | -14.6% | -0.4% | -14.1% | -14.6% |
| 3M | +18.3% | +0.5% | +17.8% | +18.2% |
| 6M | +100.5% | -3.1% | +103.6% | +100.6% |
| YTD | +79.5% | +9.8% | +69.7% | +78.4% |
| 1Y | +66.7% | +12.6% | +54.1% | +65.4% |
| 3Y | +161.2% | +31.4% | +129.8% | +153.7% |
| 5Y | +322.2% | +69.4% | +252.8% | +296.3% |
| All | +1,248.2% | +108.5% | +1,139.7% | +1,145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling