+3,539.1%
PANW vs EXPD
+508.0%
+3,031.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +2.7% | +5.5% | -2.8% | +0.6% |
| 30D | -14.1% | -0.8% | -13.3% | -13.7% |
| 3M | -18.6% | +4.1% | -22.8% | -19.9% |
| 6M | +41.5% | +25.7% | +15.8% | +29.7% |
| YTD | +74.9% | +31.4% | +43.5% | +56.0% |
| 1Y | +57.4% | +42.2% | +15.2% | +35.9% |
| 3Y | +152.1% | +77.2% | +74.9% | +93.4% |
| 5Y | +275.3% | +61.0% | +214.3% | +194.3% |
| 10Y | +1,139.3% | +334.8% | +804.5% | +533.6% |
| All | +3,539.1% | +508.0% | +3,031.1% | +1,537.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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