+62.2%
PANW vs GEN
+20.2%
+42.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -2.1% |
| 7D | -11.8% | +26.9% | -38.6% | -20.4% |
| 30D | -14.4% | +38.6% | -53.1% | -26.3% |
| 3M | -5.0% | +9.7% | -14.7% | -8.1% |
| 6M | +88.6% | +58.9% | +29.7% | +48.2% |
| YTD | +88.9% | +15.3% | +73.6% | +67.7% |
| 1Y | +62.2% | +21.8% | +40.5% | +39.2% |
| All | +62.2% | +20.2% | +42.1% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling