+90.5%
PANW vs FIG
-72.7%
+163.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.8% | -7.1% | -3.2% |
| 7D | -0.8% | -3.8% | +3.0% | -0.1% |
| 30D | -14.6% | -2.3% | -12.2% | -14.1% |
| 3M | +18.3% | +20.0% | -1.7% | +13.7% |
| 6M | +100.5% | -16.7% | +117.1% | +100.6% |
| YTD | +79.5% | -37.9% | +117.4% | +84.9% |
| 1Y | +66.7% | -58.5% | +125.3% | +79.1% |
| All | +90.5% | -72.7% | +163.2% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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