+73.3%
PANW vs HRB
+1.1%
+72.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.1% |
| 7D | -10.3% | -5.7% | -4.6% | -9.4% |
| 30D | -8.1% | +7.9% | -16.0% | -9.7% |
| 3M | +19.3% | +32.1% | -12.8% | +11.7% |
| 6M | +110.2% | +62.2% | +47.9% | +85.9% |
| YTD | +80.9% | +16.4% | +64.5% | +63.9% |
| 1Y | +73.3% | -0.3% | +73.5% | +54.5% |
| All | +73.3% | +1.1% | +72.2% | +54.5% |
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