+3,705.5%
PANW vs HD
+758.6%
+2,947.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.2% |
| 7D | -6.9% | -1.2% | -5.8% | -6.4% |
| 30D | -7.4% | -11.1% | +3.8% | -2.4% |
| 3M | +26.5% | +2.0% | +24.5% | +24.6% |
| 6M | +104.2% | -10.5% | +114.6% | +112.1% |
| YTD | +82.9% | -6.9% | +89.8% | +85.5% |
| 1Y | +70.7% | -23.2% | +93.9% | +89.8% |
| 3Y | +170.9% | +3.1% | +167.9% | +155.3% |
| 5Y | +334.1% | +7.4% | +326.7% | +292.0% |
| 10Y | +1,275.6% | +205.0% | +1,070.6% | +563.0% |
| All | +3,705.5% | +758.6% | +2,947.0% | +1,153.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling