+3,684.3%
PANW vs ELV
+685.6%
+2,998.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | +2.0% | -2.2% | +4.2% | +2.6% |
| 30D | -13.0% | -0.2% | -12.8% | -13.0% |
| 3M | +28.6% | -6.1% | +34.7% | +30.0% |
| 6M | +103.0% | +42.8% | +60.1% | +83.8% |
| YTD | +81.9% | +14.4% | +67.5% | +73.2% |
| 1Y | +69.6% | +28.6% | +41.0% | +55.7% |
| 3Y | +169.4% | -7.4% | +176.8% | +164.1% |
| 5Y | +331.0% | +14.5% | +316.5% | +292.1% |
| 10Y | +1,292.3% | +257.4% | +1,034.9% | +754.3% |
| All | +3,684.3% | +685.6% | +2,998.7% | +1,985.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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