+316.7%
PANW vs JAAA
+26.5%
+290.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.5% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -14.6% | +0.5% | -15.1% | -15.6% |
| 3M | +18.3% | +1.3% | +17.0% | +14.9% |
| 6M | +100.5% | +2.8% | +97.7% | +88.5% |
| YTD | +79.5% | +3.3% | +76.2% | +67.2% |
| 1Y | +66.7% | +4.9% | +61.8% | +50.2% |
| 3Y | +161.2% | +19.0% | +142.3% | +105.8% |
| All | +316.7% | +26.5% | +290.2% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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