+1,728.6%
PANW vs FND
+57.3%
+1,671.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.4% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | -13.0% | -19.6% | +6.6% | -8.6% |
| 3M | +28.6% | -4.3% | +33.0% | +28.8% |
| 6M | +103.0% | -20.4% | +123.4% | +110.5% |
| YTD | +81.9% | -21.9% | +103.8% | +88.1% |
| 1Y | +69.6% | -45.2% | +114.8% | +90.6% |
| 3Y | +169.4% | -49.2% | +218.7% | +194.7% |
| 5Y | +331.0% | -61.8% | +392.8% | +383.8% |
| All | +1,728.6% | +57.3% | +1,671.4% | +1,314.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling