+3,722.6%
PANW vs JBL
+1,575.4%
+2,147.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.9% |
| 7D | +2.0% | -1.0% | +3.0% | +2.3% |
| 30D | -11.8% | -15.1% | +3.3% | -7.2% |
| 3M | +28.6% | -14.0% | +42.6% | +34.2% |
| 6M | +104.4% | +20.6% | +83.8% | +88.0% |
| YTD | +83.8% | +32.9% | +50.9% | +61.9% |
| 1Y | +71.5% | +40.5% | +31.0% | +47.0% |
| 3Y | +172.2% | +183.7% | -11.6% | +72.6% |
| 5Y | +332.2% | +388.3% | -56.1% | +119.8% |
| 10Y | +1,306.4% | +1,464.9% | -158.6% | +339.6% |
| All | +3,722.6% | +1,575.4% | +2,147.2% | +948.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling