+2,801.3%
PANW vs JD
+46.5%
+2,754.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.7% | -0.4% |
| 7D | +2.7% | -4.1% | +6.8% | +3.4% |
| 30D | -14.1% | +4.6% | -18.7% | -14.9% |
| 3M | -18.6% | -4.7% | -13.9% | -18.1% |
| 6M | +41.5% | -17.4% | +58.8% | +45.4% |
| YTD | +74.9% | +0.7% | +74.2% | +72.8% |
| 1Y | +57.4% | -5.9% | +63.2% | +57.3% |
| 3Y | +152.1% | +18.9% | +133.2% | +127.5% |
| 5Y | +275.3% | -62.9% | +338.2% | +311.9% |
| 10Y | +1,139.3% | +32.5% | +1,106.8% | +815.0% |
| All | +2,801.3% | +46.5% | +2,754.9% | +1,986.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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