+325.2%
PANW vs FGI
-69.8%
+395.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +1.1% |
| 7D | -6.9% | +5.2% | -12.1% | -7.0% |
| 30D | -7.4% | +65.2% | -72.6% | -8.9% |
| 3M | +26.5% | +30.2% | -3.6% | +24.8% |
| 6M | +104.2% | +87.8% | +16.4% | +97.8% |
| YTD | +82.9% | +32.5% | +50.5% | +78.4% |
| 1Y | +70.7% | +93.6% | -22.9% | +62.8% |
| 3Y | +170.9% | -2.6% | +173.5% | +160.9% |
| All | +325.2% | -69.8% | +395.0% | +334.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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