+3,634.0%
PANW vs EFA
+226.8%
+3,407.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -3.2% |
| 7D | -0.8% | -1.5% | +0.7% | +0.5% |
| 30D | -14.6% | -1.7% | -12.9% | -13.4% |
| 3M | +18.3% | +3.5% | +14.8% | +14.8% |
| 6M | +100.5% | +9.5% | +91.0% | +84.5% |
| YTD | +79.5% | +12.9% | +66.6% | +60.2% |
| 1Y | +66.7% | +18.2% | +48.5% | +42.9% |
| 3Y | +161.2% | +64.8% | +96.4% | +67.2% |
| 5Y | +322.2% | +53.9% | +268.3% | +185.9% |
| 10Y | +1,273.8% | +144.8% | +1,129.0% | +517.3% |
| All | +3,634.0% | +226.8% | +3,407.3% | +1,452.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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