+1,704.4%
PANW vs FND
+56.5%
+1,647.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.6% |
| 7D | -0.8% | -5.8% | +5.0% | +0.5% |
| 30D | -14.6% | -20.2% | +5.6% | -10.1% |
| 3M | +18.3% | -12.0% | +30.2% | +20.8% |
| 6M | +100.5% | -18.5% | +119.0% | +106.7% |
| YTD | +79.5% | -22.3% | +101.8% | +85.8% |
| 1Y | +66.7% | -47.6% | +114.4% | +89.6% |
| 3Y | +161.2% | -49.8% | +211.0% | +186.5% |
| 5Y | +322.2% | -63.0% | +385.2% | +377.3% |
| All | +1,704.4% | +56.5% | +1,647.9% | +1,297.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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