+738.1%
PANW vs JAAA
+29.3%
+708.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -11.8% | +0.4% | -12.2% | -12.7% |
| 3M | +28.6% | +1.2% | +27.4% | +25.2% |
| 6M | +104.4% | +2.7% | +101.8% | +93.0% |
| YTD | +83.8% | +3.2% | +80.6% | +71.7% |
| 1Y | +71.5% | +4.8% | +66.7% | +55.2% |
| 3Y | +172.2% | +19.0% | +153.2% | +112.7% |
| 5Y | +332.2% | +26.8% | +305.4% | +218.2% |
| All | +738.1% | +29.3% | +708.8% | +480.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling