+777.8%
PANW vs OPEN
-71.4%
+849.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.7% | +1.3% |
| 7D | -6.9% | +1.0% | -7.9% | -7.0% |
| 30D | -7.4% | -11.9% | +4.5% | -6.4% |
| 3M | +26.5% | -28.8% | +55.3% | +30.2% |
| 6M | +104.2% | -38.6% | +142.8% | +111.8% |
| YTD | +82.9% | -47.3% | +130.3% | +91.2% |
| 1Y | +70.7% | -49.2% | +119.9% | +72.3% |
| 3Y | +170.9% | -18.8% | +189.7% | +129.8% |
| 5Y | +334.1% | -83.6% | +417.7% | +295.0% |
| All | +777.8% | -71.4% | +849.3% | +674.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling