+1,109.2%
PANW vs HPE
+585.6%
+523.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.2% | +7.3% | +2.8% |
| 7D | +2.0% | +1.4% | +0.5% | +1.3% |
| 30D | -11.8% | +1.5% | -13.4% | -12.6% |
| 3M | +28.6% | +21.7% | +6.9% | +20.4% |
| 6M | +104.4% | +164.2% | -59.7% | +50.8% |
| YTD | +83.8% | +132.1% | -48.3% | +40.2% |
| 1Y | +71.5% | +130.6% | -59.1% | +30.5% |
| 3Y | +172.2% | +244.1% | -72.0% | +77.0% |
| 5Y | +332.2% | +340.8% | -8.6% | +155.8% |
| 10Y | +1,306.4% | +500.2% | +806.2% | +615.2% |
| All | +1,109.2% | +585.6% | +523.6% | +452.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling