+62.2%
PANW vs HRB
+16.9%
+45.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.1% |
| 7D | -11.8% | +16.0% | -27.8% | -13.4% |
| 30D | -14.4% | +32.1% | -46.5% | -17.9% |
| 3M | -5.0% | +21.5% | -26.5% | -8.0% |
| 6M | +88.6% | +82.1% | +6.5% | +63.0% |
| YTD | +88.9% | +31.6% | +57.3% | +70.5% |
| 1Y | +62.2% | +15.9% | +46.3% | +50.6% |
| All | +62.2% | +16.9% | +45.3% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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