+3,684.3%
PANW vs EXEL
+853.1%
+2,831.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | +2.0% | -0.3% | +2.4% | +2.1% |
| 30D | -13.0% | +10.1% | -23.1% | -14.2% |
| 3M | +28.6% | +10.1% | +18.5% | +26.6% |
| 6M | +103.0% | +37.7% | +65.3% | +93.5% |
| YTD | +81.9% | +33.1% | +48.8% | +74.0% |
| 1Y | +69.6% | +52.4% | +17.3% | +58.8% |
| 3Y | +169.4% | +163.8% | +5.6% | +130.7% |
| 5Y | +331.0% | +198.5% | +132.5% | +260.6% |
| 10Y | +1,292.3% | +386.9% | +905.4% | +956.9% |
| All | +3,684.3% | +853.1% | +2,831.2% | +2,294.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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