+3,684.3%
PANW vs EMB
+55.3%
+3,629.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.3% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | -13.0% | -0.3% | -12.7% | -12.7% |
| 3M | +28.6% | -0.3% | +28.9% | +29.2% |
| 6M | +103.0% | +0.7% | +102.2% | +101.5% |
| YTD | +81.9% | +1.3% | +80.7% | +79.4% |
| 1Y | +69.6% | +4.7% | +64.9% | +61.3% |
| 3Y | +169.4% | +30.1% | +139.3% | +102.8% |
| 5Y | +331.0% | +6.9% | +324.1% | +301.0% |
| 10Y | +1,292.3% | +30.7% | +1,261.6% | +987.4% |
| All | +3,684.3% | +55.3% | +3,629.0% | +2,928.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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