+73.3%
PANW vs EMR
+19.4%
+53.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -10.3% | -1.5% | -8.8% | -10.1% |
| 30D | -8.1% | -5.6% | -2.5% | -7.2% |
| 3M | +19.3% | +7.9% | +11.4% | +18.0% |
| 6M | +110.2% | +6.0% | +104.2% | +106.9% |
| YTD | +80.9% | +16.4% | +64.5% | +72.1% |
| 1Y | +73.3% | +16.6% | +56.6% | +64.1% |
| All | +73.3% | +19.4% | +53.8% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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