+3,684.3%
PANW vs HAL
+55.3%
+3,629.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +2.0% | -1.3% | +3.3% | +2.3% |
| 30D | -13.0% | +10.9% | -23.9% | -14.9% |
| 3M | +28.6% | -5.8% | +34.5% | +29.7% |
| 6M | +103.0% | +8.1% | +94.9% | +98.1% |
| YTD | +81.9% | +33.2% | +48.7% | +69.2% |
| 1Y | +69.6% | +74.2% | -4.5% | +48.5% |
| 3Y | +169.4% | -3.7% | +173.1% | +161.5% |
| 5Y | +331.0% | +111.9% | +219.1% | +236.0% |
| 10Y | +1,292.3% | +7.4% | +1,284.9% | +988.8% |
| All | +3,684.3% | +55.3% | +3,629.0% | +2,823.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling