+316.7%
PANW vs HD
+4.6%
+312.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.7% |
| 7D | -0.8% | -3.8% | +3.1% | +0.6% |
| 30D | -14.6% | -9.4% | -5.1% | -11.5% |
| 3M | +18.3% | -4.6% | +22.9% | +19.8% |
| 6M | +100.5% | -10.1% | +110.6% | +106.9% |
| YTD | +79.5% | -8.3% | +87.8% | +82.7% |
| 1Y | +66.7% | -25.0% | +91.7% | +85.8% |
| 3Y | +161.2% | +1.5% | +159.7% | +146.9% |
| All | +316.7% | +4.6% | +312.1% | +280.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling