+316.7%
PANW vs GFI
+538.3%
-221.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.4% |
| 7D | -0.8% | -2.7% | +1.9% | -0.7% |
| 30D | -14.6% | +13.2% | -27.8% | -15.0% |
| 3M | +18.3% | +28.5% | -10.2% | +16.8% |
| 6M | +100.5% | -6.2% | +106.7% | +99.9% |
| YTD | +79.5% | +8.7% | +70.8% | +77.4% |
| 1Y | +66.7% | +24.8% | +41.9% | +63.5% |
| 3Y | +161.2% | +298.0% | -136.8% | +144.0% |
| All | +316.7% | +538.3% | -221.6% | +269.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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