+320.5%
PANW vs FGI
-70.4%
+390.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.5% | -7.1% | +0.3% |
| 7D | -10.3% | +0.5% | -10.9% | -10.3% |
| 30D | -8.1% | +65.4% | -73.5% | -9.6% |
| 3M | +19.3% | +23.5% | -4.2% | +17.8% |
| 6M | +110.2% | +60.5% | +49.7% | +104.2% |
| YTD | +80.9% | +30.0% | +50.9% | +76.5% |
| 1Y | +73.3% | +82.1% | -8.8% | +65.5% |
| 3Y | +174.6% | -4.4% | +179.0% | +164.5% |
| All | +320.5% | -70.4% | +390.9% | +329.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling