+309.6%
PANW vs LTH
+156.3%
+153.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.5% |
| 7D | -6.9% | +1.5% | -8.5% | -7.3% |
| 30D | -7.4% | -3.1% | -4.3% | -7.0% |
| 3M | +26.5% | +28.1% | -1.6% | +19.6% |
| 6M | +104.2% | +67.4% | +36.8% | +80.4% |
| YTD | +82.9% | +59.8% | +23.2% | +63.0% |
| 1Y | +70.7% | +45.6% | +25.1% | +55.0% |
| 3Y | +170.9% | +162.0% | +9.0% | +112.1% |
| All | +309.6% | +156.3% | +153.2% | +197.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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