+332.2%
PANW vs ED
+66.8%
+265.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +0.9% |
| 7D | +2.0% | -1.9% | +3.8% | +1.7% |
| 30D | -11.8% | +0.1% | -11.9% | -11.8% |
| 3M | +28.6% | 0.0% | +28.6% | +28.7% |
| 6M | +104.4% | -2.5% | +106.9% | +104.4% |
| YTD | +83.8% | +10.1% | +73.7% | +85.5% |
| 1Y | +71.5% | +13.6% | +57.9% | +73.5% |
| 3Y | +172.2% | +32.4% | +139.7% | +173.2% |
| 5Y | +332.2% | +69.9% | +262.4% | +359.2% |
| All | +332.2% | +66.8% | +265.5% | +359.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling