+332.2%
PANW vs EXPE
+90.4%
+241.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.6% |
| 7D | +2.0% | -8.7% | +10.6% | +4.1% |
| 30D | -11.8% | -13.6% | +1.8% | -9.1% |
| 3M | +28.6% | +26.6% | +1.9% | +19.9% |
| 6M | +104.4% | +19.9% | +84.5% | +92.0% |
| YTD | +83.8% | -1.7% | +85.5% | +80.2% |
| 1Y | +71.5% | +29.4% | +42.1% | +54.6% |
| 3Y | +172.2% | +155.7% | +16.5% | +96.4% |
| 5Y | +332.2% | +93.1% | +239.1% | +229.2% |
| All | +332.2% | +90.4% | +241.9% | +229.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 5y: compounded portfolio wealth divided by compounded EXPE 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…
5y analysis · Full analysis span regression · 6 months rolling