+332.2%
PANW vs FDX
+62.9%
+269.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +2.0% | -3.9% | +5.8% | +3.0% |
| 30D | -11.8% | -3.3% | -8.5% | -11.1% |
| 3M | +28.6% | -2.0% | +30.6% | +29.1% |
| 6M | +104.4% | +8.0% | +96.4% | +99.0% |
| YTD | +83.8% | +35.0% | +48.8% | +67.3% |
| 1Y | +71.5% | +73.7% | -2.1% | +44.9% |
| 3Y | +172.2% | +61.6% | +110.6% | +126.2% |
| 5Y | +332.2% | +65.4% | +266.8% | +239.8% |
| All | +332.2% | +62.9% | +269.4% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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