+3,722.6%
PANW vs EWZ
+38.6%
+3,684.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | +2.0% | +1.1% | +0.8% | +1.7% |
| 30D | -11.8% | +13.5% | -25.3% | -14.7% |
| 3M | +28.6% | +15.2% | +13.4% | +23.8% |
| 6M | +104.4% | +3.7% | +100.7% | +101.3% |
| YTD | +83.8% | +22.5% | +61.2% | +72.6% |
| 1Y | +71.5% | +35.3% | +36.3% | +56.8% |
| 3Y | +172.2% | +50.2% | +122.0% | +140.0% |
| 5Y | +332.2% | +64.6% | +267.6% | +265.1% |
| 10Y | +1,306.4% | +95.0% | +1,211.3% | +976.7% |
| All | +3,722.6% | +38.6% | +3,684.0% | +2,853.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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