+4,006.6%
PANW vs PBF
+315.7%
+3,691.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +2.0% | +1.4% | +0.7% | +1.9% |
| 30D | -13.0% | +15.8% | -28.8% | -14.5% |
| 3M | +28.6% | +90.3% | -61.6% | +19.0% |
| 6M | +103.0% | +102.8% | +0.2% | +85.1% |
| YTD | +81.9% | +187.3% | -105.4% | +58.3% |
| 1Y | +69.6% | +161.8% | -92.2% | +48.4% |
| 3Y | +169.4% | +55.5% | +114.0% | +143.1% |
| 5Y | +331.0% | +801.9% | -470.9% | +199.4% |
| 10Y | +1,292.3% | +362.2% | +930.0% | +794.9% |
| All | +4,006.6% | +315.7% | +3,691.0% | +2,359.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling