+1,280.2%
PANW vs FE
+114.8%
+1,165.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +2.0% | -1.7% | +3.7% | +2.3% |
| 30D | -11.8% | -1.3% | -10.5% | -11.6% |
| 3M | +28.6% | +0.6% | +28.0% | +28.1% |
| 6M | +104.4% | -6.8% | +111.3% | +106.9% |
| YTD | +83.8% | +6.4% | +77.3% | +80.3% |
| 1Y | +71.5% | +11.3% | +60.3% | +66.4% |
| 3Y | +172.2% | +47.1% | +125.1% | +143.1% |
| 5Y | +332.2% | +50.4% | +281.8% | +280.3% |
| All | +1,280.2% | +114.8% | +1,165.4% | +1,082.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling