+164.8%
PANW vs EXR
+21.4%
+143.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +2.0% | -0.3% |
| 7D | +2.0% | -3.1% | +5.1% | +2.3% |
| 30D | -13.0% | -7.5% | -5.4% | -12.3% |
| 3M | +28.6% | -7.5% | +36.1% | +29.6% |
| 6M | +103.0% | -5.2% | +108.2% | +103.2% |
| YTD | +81.9% | +6.5% | +75.4% | +78.8% |
| 1Y | +69.6% | -2.0% | +71.7% | +68.7% |
| All | +164.8% | +21.4% | +143.4% | +166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 3y: compounded portfolio wealth divided by compounded EXR 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…
3y analysis · Full analysis span regression · 6 months rolling