+62.2%
PANW vs HL
+22.6%
+39.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +13.2% | -13.8% | -1.3% |
| 7D | -11.8% | +0.2% | -12.0% | -11.8% |
| 30D | -14.4% | -12.1% | -2.3% | -14.0% |
| 3M | -5.0% | -2.8% | -2.2% | -6.0% |
| 6M | +88.6% | -14.9% | +103.5% | +86.8% |
| YTD | +88.9% | -22.0% | +111.0% | +81.6% |
| 1Y | +62.2% | +25.0% | +37.2% | +41.9% |
| All | +62.2% | +22.6% | +39.7% | +41.9% |
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