+3,684.3%
PANW vs HSY
+238.7%
+3,445.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.5% |
| 7D | +2.0% | -3.0% | +5.0% | +2.5% |
| 30D | -13.0% | -5.0% | -7.9% | -12.4% |
| 3M | +28.6% | -1.3% | +29.9% | +28.5% |
| 6M | +103.0% | -21.5% | +124.5% | +110.0% |
| YTD | +81.9% | -3.3% | +85.2% | +80.2% |
| 1Y | +69.6% | -5.5% | +75.1% | +68.4% |
| 3Y | +169.4% | -9.9% | +179.4% | +166.8% |
| 5Y | +331.0% | +11.3% | +319.6% | +298.9% |
| 10Y | +1,292.3% | +128.1% | +1,164.2% | +974.5% |
| All | +3,684.3% | +238.7% | +3,445.6% | +2,435.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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