+3,684.3%
PANW vs FHN
+356.1%
+3,328.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | -13.0% | -2.6% | -10.4% | -12.5% |
| 3M | +28.6% | 0.0% | +28.6% | +28.6% |
| 6M | +103.0% | +9.2% | +93.7% | +98.1% |
| YTD | +81.9% | +4.3% | +77.6% | +79.0% |
| 1Y | +69.6% | +10.8% | +58.9% | +64.0% |
| 3Y | +169.4% | +130.7% | +38.7% | +115.8% |
| 5Y | +331.0% | +87.4% | +243.6% | +243.3% |
| 10Y | +1,292.3% | +126.9% | +1,165.4% | +824.2% |
| All | +3,684.3% | +356.1% | +3,328.2% | +1,829.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling