+1,248.2%
PANW vs HDB
+42.1%
+1,206.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.9% | -9.2% | -4.2% |
| 7D | -0.8% | +0.7% | -1.5% | -1.1% |
| 30D | -14.6% | +1.0% | -15.6% | -15.1% |
| 3M | +18.3% | -2.0% | +20.3% | +18.3% |
| 6M | +100.5% | -18.1% | +118.6% | +110.4% |
| YTD | +79.5% | -36.1% | +115.6% | +102.0% |
| 1Y | +66.7% | -34.0% | +100.8% | +85.5% |
| 3Y | +161.2% | -26.7% | +187.9% | +176.6% |
| 5Y | +322.2% | -33.9% | +356.1% | +350.9% |
| All | +1,248.2% | +42.1% | +1,206.2% | +1,079.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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