+3,539.1%
PANW vs FIX
+12,007.7%
-8,468.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.2% |
| 7D | +2.7% | +9.4% | -6.8% | +0.6% |
| 30D | -14.1% | -27.8% | +13.7% | -8.4% |
| 3M | -18.6% | -35.6% | +16.9% | -11.5% |
| 6M | +41.5% | -45.2% | +86.7% | +58.2% |
| YTD | +74.9% | +19.5% | +55.5% | +59.4% |
| 1Y | +57.4% | +24.2% | +33.1% | +41.7% |
| 3Y | +152.1% | +494.2% | -342.1% | +44.8% |
| 5Y | +275.3% | +1,036.1% | -760.8% | +80.0% |
| 10Y | +1,139.3% | +3,599.0% | -2,459.7% | +312.9% |
| All | +3,539.1% | +12,007.7% | -8,468.6% | +837.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling