+326.6%
PANW vs FHN
+89.3%
+237.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | -11.8% | -2.6% | -9.2% | -11.4% |
| 3M | +28.6% | +0.8% | +27.7% | +28.4% |
| 6M | +104.4% | +9.2% | +95.2% | +100.9% |
| YTD | +83.8% | +5.1% | +78.6% | +81.5% |
| 1Y | +71.5% | +12.2% | +59.3% | +67.0% |
| 3Y | +172.2% | +132.4% | +39.8% | +139.4% |
| All | +326.6% | +89.3% | +237.2% | +293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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