+161.2%
PANW vs HRB
+25.9%
+135.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.9% | -2.4% |
| 7D | -0.8% | -8.0% | +7.2% | +0.5% |
| 30D | -14.6% | -16.0% | +1.4% | -12.3% |
| 3M | +18.3% | +26.9% | -8.6% | +12.3% |
| 6M | +100.5% | +51.1% | +49.4% | +83.0% |
| YTD | +79.5% | +7.1% | +72.5% | +71.6% |
| 1Y | +66.7% | -9.6% | +76.3% | +62.7% |
| 3Y | +161.2% | +25.4% | +135.8% | +132.0% |
| All | +161.2% | +25.9% | +135.4% | +132.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling