+1,248.2%
PANW vs HALO
+979.6%
+268.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | -2.7% | +1.9% | -0.3% |
| 30D | -14.6% | +5.3% | -19.9% | -15.5% |
| 3M | +18.3% | +51.6% | -33.3% | +8.4% |
| 6M | +100.5% | +61.3% | +39.2% | +80.7% |
| YTD | +79.5% | +59.3% | +20.2% | +62.0% |
| 1Y | +66.7% | +38.3% | +28.4% | +54.4% |
| 3Y | +161.2% | +185.9% | -24.6% | +96.9% |
| 5Y | +322.2% | +159.9% | +162.3% | +216.0% |
| All | +1,248.2% | +979.6% | +268.7% | +624.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 10y: compounded portfolio wealth divided by compounded HALO 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…
10y analysis · Full analysis span regression · 6 months rolling