+439.4%
PANW vs HTZ
-89.5%
+529.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -10.3% | +7.5% | -17.8% | -10.7% |
| 30D | -8.1% | +47.4% | -55.5% | -10.9% |
| 3M | +19.3% | -54.9% | +74.2% | +23.9% |
| 6M | +110.2% | -47.0% | +157.2% | +113.8% |
| YTD | +80.9% | -55.3% | +136.2% | +86.0% |
| 1Y | +73.3% | -57.6% | +130.9% | +77.2% |
| 3Y | +174.6% | -86.6% | +261.2% | +224.4% |
| 5Y | +327.1% | -86.1% | +413.2% | +406.8% |
| All | +439.4% | -89.5% | +529.0% | +522.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling