+332.2%
PANW vs PCG
+52.0%
+280.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | +2.0% | +0.5% | +1.5% | +1.9% |
| 30D | -11.8% | -18.9% | +7.1% | -9.8% |
| 3M | +28.6% | -15.8% | +44.4% | +30.5% |
| 6M | +104.4% | -22.6% | +127.0% | +110.4% |
| YTD | +83.8% | -12.2% | +96.0% | +83.9% |
| 1Y | +71.5% | -7.1% | +78.6% | +69.3% |
| 3Y | +172.2% | -15.8% | +188.0% | +171.0% |
| 5Y | +332.2% | +53.3% | +278.9% | +276.6% |
| All | +332.2% | +52.0% | +280.2% | +276.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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