+1,280.2%
PANW vs FIX
+5,963.7%
-4,683.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +2.0% | +0.7% | +1.3% | +1.8% |
| 30D | -11.8% | -5.7% | -6.1% | -10.9% |
| 3M | +28.6% | -7.4% | +36.0% | +29.6% |
| 6M | +104.4% | +15.1% | +89.3% | +94.0% |
| YTD | +83.8% | +70.7% | +13.1% | +57.3% |
| 1Y | +71.5% | +111.9% | -40.4% | +38.0% |
| 3Y | +172.2% | +759.5% | -587.3% | +47.5% |
| 5Y | +332.2% | +2,164.4% | -1,832.2% | +84.6% |
| All | +1,280.2% | +5,963.7% | -4,683.5% | +365.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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