+3,705.5%
PANW vs EXR
+628.5%
+3,077.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -6.9% | -0.7% | -6.2% | -6.8% |
| 30D | -7.4% | -6.9% | -0.4% | -5.8% |
| 3M | +26.5% | -3.0% | +29.5% | +27.2% |
| 6M | +104.2% | -2.9% | +107.1% | +104.6% |
| YTD | +82.9% | +9.3% | +73.7% | +77.4% |
| 1Y | +70.7% | -0.9% | +71.7% | +69.5% |
| 3Y | +170.9% | +24.7% | +146.2% | +147.1% |
| 5Y | +334.1% | -11.7% | +345.8% | +331.5% |
| 10Y | +1,275.6% | +148.4% | +1,127.2% | +960.4% |
| All | +3,705.5% | +628.5% | +3,077.0% | +1,923.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling