+1,248.2%
PANW vs FIVN
+118.5%
+1,129.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.7% |
| 7D | -0.8% | -7.8% | +7.1% | +1.3% |
| 30D | -14.6% | -1.7% | -12.8% | -14.1% |
| 3M | +18.3% | +47.2% | -28.9% | +5.3% |
| 6M | +100.5% | +82.7% | +17.8% | +65.5% |
| YTD | +79.5% | +52.9% | +26.6% | +54.2% |
| 1Y | +66.7% | +17.5% | +49.2% | +52.9% |
| 3Y | +161.2% | -55.8% | +217.1% | +194.6% |
| 5Y | +322.2% | -82.3% | +404.5% | +474.1% |
| All | +1,248.2% | +118.5% | +1,129.7% | +938.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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