+3,705.5%
PANW vs GEN
+508.5%
+3,197.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.9% | +2.1% |
| 7D | -6.9% | -0.7% | -6.2% | -6.8% |
| 30D | -7.4% | +2.6% | -10.0% | -8.3% |
| 3M | +26.5% | +15.8% | +10.7% | +19.9% |
| 6M | +104.2% | +33.1% | +71.0% | +84.3% |
| YTD | +82.9% | +11.3% | +71.6% | +75.1% |
| 1Y | +70.7% | +1.7% | +69.1% | +68.1% |
| 3Y | +170.9% | +58.1% | +112.8% | +128.7% |
| 5Y | +334.1% | +20.6% | +313.5% | +292.5% |
| 10Y | +1,275.6% | +149.0% | +1,126.6% | +813.4% |
| All | +3,705.5% | +508.5% | +3,197.0% | +1,685.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling