+66.7%
PANW vs EFV
+27.7%
+39.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -14.6% | +0.6% | -15.2% | -14.7% |
| 3M | +18.3% | +7.5% | +10.8% | +15.8% |
| 6M | +100.5% | +13.0% | +87.5% | +91.5% |
| YTD | +79.5% | +18.3% | +61.2% | +66.0% |
| 1Y | +66.7% | +26.7% | +40.0% | +45.7% |
| All | +66.7% | +27.7% | +39.1% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling