+1,248.2%
PANW vs HRB
+209.1%
+1,039.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.9% | -2.4% |
| 7D | -0.8% | -8.0% | +7.2% | +0.6% |
| 30D | -14.6% | -16.0% | +1.4% | -12.2% |
| 3M | +18.3% | +26.9% | -8.6% | +12.7% |
| 6M | +100.5% | +51.1% | +49.4% | +84.5% |
| YTD | +79.5% | +7.1% | +72.5% | +74.4% |
| 1Y | +66.7% | -9.6% | +76.3% | +66.3% |
| 3Y | +161.2% | +25.4% | +135.8% | +143.6% |
| 5Y | +322.2% | +114.9% | +207.3% | +259.3% |
| All | +1,248.2% | +209.1% | +1,039.1% | +977.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling