+62.2%
PANW vs EQH
+18.6%
+43.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -11.8% | +2.8% | -14.6% | -12.4% |
| 30D | -14.4% | +3.9% | -18.4% | -15.4% |
| 3M | -5.0% | +16.3% | -21.3% | -9.6% |
| 6M | +88.6% | +37.1% | +51.5% | +69.6% |
| YTD | +88.9% | +20.2% | +68.7% | +70.9% |
| 1Y | +62.2% | +17.9% | +44.3% | +46.8% |
| All | +62.2% | +18.6% | +43.6% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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