+167.4%
PANW vs HD
+0.3%
+167.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.4% |
| 7D | +2.0% | -3.9% | +5.9% | +2.9% |
| 30D | -11.8% | -13.1% | +1.3% | -8.8% |
| 3M | +28.6% | -3.4% | +32.0% | +29.3% |
| 6M | +104.4% | -12.6% | +117.0% | +111.4% |
| YTD | +83.8% | -9.2% | +93.0% | +86.5% |
| 1Y | +71.5% | -23.9% | +95.5% | +87.1% |
| All | +167.4% | +0.3% | +167.2% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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