+331.0%
PANW vs F
+41.6%
+289.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | +0.4% |
| 7D | +2.0% | -4.9% | +6.9% | +3.2% |
| 30D | -13.0% | -2.9% | -10.1% | -12.5% |
| 3M | +28.6% | -9.1% | +37.7% | +31.2% |
| 6M | +103.0% | +12.9% | +90.0% | +94.8% |
| YTD | +81.9% | +6.1% | +75.9% | +76.6% |
| 1Y | +69.6% | +22.5% | +47.1% | +57.7% |
| 3Y | +169.4% | +32.1% | +137.4% | +136.8% |
| 5Y | +331.0% | +43.7% | +287.3% | +282.3% |
| All | +331.0% | +41.6% | +289.4% | +282.3% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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