+62.2%
PANW vs PATH
-10.3%
+72.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.5% |
| 7D | -11.8% | -4.8% | -7.0% | -10.4% |
| 30D | -14.4% | +2.7% | -17.1% | -15.0% |
| 3M | -5.0% | -4.2% | -0.8% | -4.4% |
| 6M | +88.6% | +24.7% | +63.8% | +75.6% |
| YTD | +88.9% | -17.6% | +106.5% | +85.8% |
| 1Y | +62.2% | -5.3% | +67.6% | +51.9% |
| All | +62.2% | -10.3% | +72.5% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling