+3,684.3%
PANW vs EMR
+369.4%
+3,314.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | +2.0% | +0.9% | +1.1% | +1.6% |
| 30D | -13.0% | -5.0% | -8.0% | -11.2% |
| 3M | +28.6% | +5.9% | +22.7% | +25.3% |
| 6M | +103.0% | +7.3% | +95.6% | +94.9% |
| YTD | +81.9% | +14.6% | +67.4% | +68.7% |
| 1Y | +69.6% | +15.6% | +54.0% | +56.2% |
| 3Y | +169.4% | +60.2% | +109.3% | +113.1% |
| 5Y | +331.0% | +65.8% | +265.2% | +230.5% |
| 10Y | +1,292.3% | +277.4% | +1,014.9% | +594.6% |
| All | +3,684.3% | +369.4% | +3,314.9% | +1,891.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling