+287.5%
PANW vs HTZ
-95.0%
+382.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.5% |
| 7D | -5.9% | -16.4% | +10.5% | -4.8% |
| 30D | -21.0% | -15.1% | -5.9% | -20.2% |
| 3M | -9.1% | -28.2% | +19.1% | -7.8% |
| 6M | +59.2% | -73.1% | +132.2% | +70.9% |
| YTD | +79.6% | -68.3% | +147.9% | +88.5% |
| 1Y | +55.9% | -75.2% | +131.1% | +66.7% |
| 3Y | +172.8% | -81.1% | +253.9% | +189.5% |
| 5Y | +287.5% | -95.0% | +382.5% | +425.3% |
| All | +287.5% | -95.0% | +382.5% | +425.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 5y: compounded portfolio wealth divided by compounded HTZ 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…
5y analysis · Full analysis span regression · 6 months rolling