+3,663.5%
PANW vs FE
+71.9%
+3,591.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -10.3% | +1.9% | -12.3% | -10.6% |
| 30D | -8.1% | -1.2% | -6.9% | -8.0% |
| 3M | +19.3% | +3.5% | +15.8% | +18.4% |
| 6M | +110.2% | -6.1% | +116.2% | +112.0% |
| YTD | +80.9% | +7.6% | +73.3% | +77.8% |
| 1Y | +73.3% | +11.9% | +61.3% | +68.8% |
| 3Y | +174.6% | +48.4% | +126.2% | +150.2% |
| 5Y | +327.1% | +44.8% | +282.3% | +288.8% |
| 10Y | +1,277.3% | +115.9% | +1,161.4% | +1,097.4% |
| All | +3,663.5% | +71.9% | +3,591.6% | +2,722.8% |
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 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