+3,539.1%
PANW vs FE
+74.5%
+3,464.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +2.7% | +1.2% | +1.4% | +2.5% |
| 30D | -14.1% | +4.5% | -18.6% | -14.8% |
| 3M | -18.6% | +1.3% | -20.0% | -18.9% |
| 6M | +41.5% | +8.7% | +32.8% | +38.9% |
| YTD | +74.9% | +9.2% | +65.7% | +71.3% |
| 1Y | +57.4% | +7.0% | +50.4% | +54.6% |
| 3Y | +152.1% | +51.4% | +100.7% | +128.9% |
| 5Y | +275.3% | +47.7% | +227.6% | +240.4% |
| 10Y | +1,139.3% | +125.0% | +1,014.3% | +971.5% |
| All | +3,539.1% | +74.5% | +3,464.6% | +2,620.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling