+3,684.3%
PANW vs EFX
+302.5%
+3,381.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.2% |
| 7D | +2.0% | -9.4% | +11.4% | +5.7% |
| 30D | -13.0% | -6.9% | -6.1% | -10.9% |
| 3M | +28.6% | +0.1% | +28.5% | +26.5% |
| 6M | +103.0% | -17.3% | +120.3% | +114.4% |
| YTD | +81.9% | -21.8% | +103.8% | +95.1% |
| 1Y | +69.6% | -32.5% | +102.2% | +92.0% |
| 3Y | +169.4% | -12.3% | +181.8% | +164.1% |
| 5Y | +331.0% | -36.6% | +367.6% | +372.2% |
| 10Y | +1,292.3% | +41.0% | +1,251.3% | +924.5% |
| All | +3,684.3% | +302.5% | +3,381.8% | +1,442.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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