+332.2%
PANW vs HAS
+12.1%
+320.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | +2.0% | -3.1% | +5.0% | +2.6% |
| 30D | -11.8% | -6.4% | -5.4% | -10.6% |
| 3M | +28.6% | +10.4% | +18.2% | +25.1% |
| 6M | +104.4% | -3.7% | +108.1% | +104.1% |
| YTD | +83.8% | +12.5% | +71.3% | +75.6% |
| 1Y | +71.5% | +19.8% | +51.7% | +60.6% |
| 3Y | +172.2% | +46.0% | +126.2% | +135.9% |
| 5Y | +332.2% | +12.5% | +319.7% | +351.6% |
| All | +332.2% | +12.1% | +320.1% | +351.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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