+1,280.2%
PANW vs FIVE
+483.6%
+796.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.5% |
| 7D | +2.0% | +0.6% | +1.4% | +1.8% |
| 30D | -11.8% | +3.0% | -14.8% | -12.6% |
| 3M | +28.6% | +23.2% | +5.4% | +22.1% |
| 6M | +104.4% | +9.2% | +95.3% | +97.9% |
| YTD | +83.8% | +28.1% | +55.7% | +71.1% |
| 1Y | +71.5% | +65.3% | +6.3% | +50.0% |
| 3Y | +172.2% | +49.4% | +122.8% | +129.5% |
| 5Y | +332.2% | +29.5% | +302.7% | +267.2% |
| All | +1,280.2% | +483.6% | +796.5% | +851.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling