+1,248.2%
PANW vs ESI
+312.8%
+935.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | -0.8% | -4.6% | +3.9% | +0.7% |
| 30D | -14.6% | -10.5% | -4.1% | -11.4% |
| 3M | +18.3% | -19.8% | +38.1% | +26.2% |
| 6M | +100.5% | +5.8% | +94.7% | +92.0% |
| YTD | +79.5% | +38.3% | +41.2% | +55.1% |
| 1Y | +66.7% | +31.5% | +35.2% | +46.0% |
| 3Y | +161.2% | +80.7% | +80.6% | +100.5% |
| 5Y | +322.2% | +69.4% | +252.8% | +225.7% |
| All | +1,248.2% | +312.8% | +935.5% | +642.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling