+332.2%
PANW vs OPEN
-85.3%
+417.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.7% | +1.6% |
| 7D | +2.0% | -10.5% | +12.5% | +3.0% |
| 30D | -11.8% | -21.8% | +10.0% | -10.0% |
| 3M | +28.6% | -37.5% | +66.1% | +33.7% |
| 6M | +104.4% | -44.1% | +148.5% | +113.7% |
| YTD | +83.8% | -52.0% | +135.7% | +93.4% |
| 1Y | +71.5% | -52.2% | +123.8% | +74.0% |
| 3Y | +172.2% | -25.9% | +198.1% | +133.2% |
| 5Y | +332.2% | -85.1% | +417.3% | +298.7% |
| All | +332.2% | -85.3% | +417.5% | +298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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