+3,705.5%
PANW vs O
+197.4%
+3,508.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -6.9% | -0.6% | -6.4% | -6.8% |
| 30D | -7.4% | -2.0% | -5.4% | -7.0% |
| 3M | +26.5% | +3.0% | +23.5% | +25.3% |
| 6M | +104.2% | -3.6% | +107.8% | +105.0% |
| YTD | +82.9% | +12.1% | +70.9% | +76.4% |
| 1Y | +70.7% | +8.9% | +61.8% | +65.8% |
| 3Y | +170.9% | +30.3% | +140.6% | +148.1% |
| 5Y | +334.1% | +13.7% | +320.4% | +310.6% |
| 10Y | +1,275.6% | +50.3% | +1,225.3% | +1,085.5% |
| All | +3,705.5% | +197.4% | +3,508.1% | +2,524.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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