+3,539.1%
PANW vs PCAR
+608.7%
+2,930.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +2.7% | +4.9% | -2.3% | +1.1% |
| 30D | -14.1% | -1.4% | -12.7% | -13.8% |
| 3M | -18.6% | -18.1% | -0.5% | -13.1% |
| 6M | +41.5% | -4.0% | +45.5% | +42.1% |
| YTD | +74.9% | -1.5% | +76.4% | +72.6% |
| 1Y | +57.4% | +13.2% | +44.2% | +47.0% |
| 3Y | +152.1% | +35.8% | +116.3% | +112.7% |
| 5Y | +275.3% | +114.6% | +160.7% | +159.0% |
| 10Y | +1,139.3% | +289.6% | +849.7% | +513.2% |
| All | +3,539.1% | +608.7% | +2,930.4% | +1,588.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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