+73.3%
PANW vs HL
+134.7%
-61.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.6% |
| 7D | -10.3% | +1.5% | -11.8% | -10.4% |
| 30D | -8.1% | +25.1% | -33.2% | -9.8% |
| 3M | +19.3% | +22.9% | -3.6% | +16.7% |
| 6M | +110.2% | -4.9% | +115.1% | +107.6% |
| YTD | +80.9% | +7.8% | +73.1% | +73.7% |
| 1Y | +73.3% | +133.9% | -60.6% | +49.8% |
| All | +73.3% | +134.7% | -61.4% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling