+161.2%
PANW vs HAL
-7.8%
+169.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -0.8% | -3.3% | +2.5% | -0.3% |
| 30D | -14.6% | +8.2% | -22.7% | -15.6% |
| 3M | +18.3% | -9.4% | +27.7% | +19.7% |
| 6M | +100.5% | +0.6% | +99.8% | +98.6% |
| YTD | +79.5% | +28.6% | +50.9% | +69.1% |
| 1Y | +66.7% | +63.9% | +2.8% | +48.9% |
| 3Y | +161.2% | -7.1% | +168.4% | +147.5% |
| All | +161.2% | -7.8% | +169.1% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 3y: compounded portfolio wealth divided by compounded HAL 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…
3y analysis · Full analysis span regression · 6 months rolling