+3,684.3%
PANW vs HRB
+358.2%
+3,326.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.2% |
| 7D | +2.0% | -10.6% | +12.6% | +4.2% |
| 30D | -13.0% | -0.8% | -12.1% | -13.2% |
| 3M | +28.6% | +19.1% | +9.6% | +23.2% |
| 6M | +103.0% | +48.7% | +54.3% | +85.1% |
| YTD | +81.9% | +7.1% | +74.8% | +76.3% |
| 1Y | +69.6% | -8.3% | +78.0% | +69.0% |
| 3Y | +169.4% | +25.8% | +143.6% | +148.3% |
| 5Y | +331.0% | +111.1% | +219.9% | +254.5% |
| 10Y | +1,292.3% | +206.6% | +1,085.7% | +873.1% |
| All | +3,684.3% | +358.2% | +3,326.1% | +2,567.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling