+316.7%
PANW vs PBF
+799.3%
-482.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.5% |
| 7D | -0.8% | +5.3% | -6.1% | -1.2% |
| 30D | -14.6% | +11.7% | -26.3% | -15.4% |
| 3M | +18.3% | +91.1% | -72.8% | +11.7% |
| 6M | +100.5% | +88.4% | +12.0% | +88.4% |
| YTD | +79.5% | +194.1% | -114.5% | +61.4% |
| 1Y | +66.7% | +180.4% | -113.7% | +50.1% |
| 3Y | +161.2% | +59.3% | +101.9% | +137.9% |
| All | +316.7% | +799.3% | -482.7% | +247.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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