+161.2%
PANW vs HPE
+284.9%
-123.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +12.4% | -14.8% | -5.4% |
| 7D | -0.8% | +19.4% | -20.2% | -5.7% |
| 30D | -14.6% | +5.6% | -20.2% | -16.2% |
| 3M | +18.3% | +33.1% | -14.8% | +8.4% |
| 6M | +100.5% | +192.5% | -92.0% | +46.7% |
| YTD | +79.5% | +160.9% | -81.4% | +35.1% |
| 1Y | +66.7% | +155.0% | -88.2% | +25.6% |
| 3Y | +161.2% | +289.4% | -128.2% | +68.8% |
| All | +161.2% | +284.9% | -123.7% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 3y: compounded portfolio wealth divided by compounded HPE 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…
3y analysis · Full analysis span regression · 6 months rolling