+3,663.5%
PANW vs PCG
-61.0%
+3,724.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.2% |
| 7D | -10.3% | -13.9% | +3.5% | -9.6% |
| 30D | -8.1% | -16.9% | +8.8% | -7.1% |
| 3M | +19.3% | -14.7% | +34.1% | +20.3% |
| 6M | +110.2% | -23.8% | +134.0% | +113.5% |
| YTD | +80.9% | -10.5% | +91.4% | +81.4% |
| 1Y | +73.3% | -5.1% | +78.4% | +72.8% |
| 3Y | +174.6% | -11.6% | +186.2% | +174.4% |
| 5Y | +327.1% | +59.0% | +268.0% | +308.1% |
| 10Y | +1,277.3% | -75.7% | +1,353.0% | +1,378.2% |
| All | +3,663.5% | -61.0% | +3,724.5% | +3,374.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling