+3,705.5%
PANW vs EXC
+169.2%
+3,536.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | -6.9% | +1.2% | -8.2% | -7.2% |
| 30D | -7.4% | -2.7% | -4.7% | -6.9% |
| 3M | +26.5% | -1.0% | +27.5% | +26.3% |
| 6M | +104.2% | -9.3% | +113.4% | +107.8% |
| YTD | +82.9% | +3.6% | +79.3% | +80.0% |
| 1Y | +70.7% | +5.9% | +64.8% | +66.8% |
| 3Y | +170.9% | +21.3% | +149.7% | +151.6% |
| 5Y | +334.1% | +46.2% | +288.0% | +277.4% |
| 10Y | +1,275.6% | +151.5% | +1,124.1% | +933.7% |
| All | +3,705.5% | +169.2% | +3,536.3% | +2,339.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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