+273.2%
PANW vs PATH
-75.6%
+348.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | +2.7% | +2.1% | +0.6% | +2.1% |
| 30D | -14.1% | +1.6% | -15.7% | -14.4% |
| 3M | -18.6% | -20.4% | +1.8% | -13.7% |
| 6M | +41.5% | +40.1% | +1.3% | +28.0% |
| YTD | +74.9% | -19.0% | +94.0% | +80.7% |
| 1Y | +57.4% | -5.8% | +63.2% | +54.4% |
| 3Y | +152.1% | -22.9% | +175.0% | +142.0% |
| All | +273.2% | -75.6% | +348.8% | +323.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling