+332.2%
PANW vs FLEX
+684.1%
-351.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.2% | +2.0% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | -11.8% | -11.8% | 0.0% | -9.2% |
| 3M | +28.6% | -22.6% | +51.2% | +35.2% |
| 6M | +104.4% | +77.3% | +27.1% | +66.1% |
| YTD | +83.8% | +78.8% | +5.0% | +46.9% |
| 1Y | +71.5% | +86.1% | -14.5% | +33.8% |
| 3Y | +172.2% | +446.2% | -274.1% | +35.9% |
| 5Y | +332.2% | +689.7% | -357.5% | +70.5% |
| All | +332.2% | +684.1% | -351.9% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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