+3,634.0%
PANW vs GFI
+490.3%
+3,143.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.3% |
| 7D | -0.8% | -4.9% | +4.1% | -0.6% |
| 30D | -14.6% | +10.7% | -25.3% | -14.9% |
| 3M | +18.3% | +25.6% | -7.3% | +17.3% |
| 6M | +100.5% | -8.3% | +108.7% | +100.3% |
| YTD | +79.5% | +6.3% | +73.2% | +78.3% |
| 1Y | +66.7% | +22.1% | +44.6% | +64.6% |
| 3Y | +161.2% | +289.2% | -128.0% | +147.7% |
| 5Y | +322.2% | +531.7% | -209.5% | +291.0% |
| 10Y | +1,273.8% | +1,043.8% | +230.0% | +1,171.2% |
| All | +3,634.0% | +490.3% | +3,143.8% | +3,920.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling