+316.7%
PANW vs JBL
+409.3%
-92.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.0% | -7.4% | -3.8% |
| 7D | -0.8% | +2.4% | -3.2% | -1.6% |
| 30D | -14.6% | -13.1% | -1.5% | -11.2% |
| 3M | +18.3% | -15.6% | +33.9% | +23.3% |
| 6M | +100.5% | +24.6% | +75.9% | +83.5% |
| YTD | +79.5% | +39.6% | +39.9% | +56.8% |
| 1Y | +66.7% | +48.6% | +18.1% | +41.3% |
| 3Y | +161.2% | +197.3% | -36.0% | +60.3% |
| All | +316.7% | +409.3% | -92.7% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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