+332.2%
PANW vs GEN
+21.5%
+310.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | +2.0% | -4.3% | +6.3% | +3.9% |
| 30D | -11.8% | +3.8% | -15.6% | -13.3% |
| 3M | +28.6% | +22.3% | +6.3% | +17.3% |
| 6M | +104.4% | +39.0% | +65.5% | +76.3% |
| YTD | +83.8% | +11.9% | +71.9% | +72.6% |
| 1Y | +71.5% | +4.5% | +67.0% | +65.3% |
| 3Y | +172.2% | +59.0% | +113.2% | +120.8% |
| 5Y | +332.2% | +22.0% | +310.2% | +269.6% |
| All | +332.2% | +21.5% | +310.8% | +269.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling