+3,705.5%
PANW vs ED
+190.8%
+3,514.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.1% |
| 7D | -6.9% | +0.5% | -7.5% | -6.9% |
| 30D | -7.4% | +1.1% | -8.5% | -7.4% |
| 3M | +26.5% | +4.6% | +21.9% | +26.2% |
| 6M | +104.2% | -2.0% | +106.1% | +104.3% |
| YTD | +82.9% | +11.7% | +71.2% | +81.8% |
| 1Y | +70.7% | +15.7% | +55.0% | +69.2% |
| 3Y | +170.9% | +34.4% | +136.6% | +163.6% |
| 5Y | +334.1% | +67.3% | +266.8% | +311.8% |
| 10Y | +1,275.6% | +104.0% | +1,171.6% | +1,179.3% |
| All | +3,705.5% | +190.8% | +3,514.8% | +2,832.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling