+316.7%
PANW vs PFE
-21.0%
+337.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | -2.6% | +1.8% | -0.5% |
| 30D | -14.6% | +5.4% | -19.9% | -15.2% |
| 3M | +18.3% | +7.8% | +10.5% | +17.1% |
| 6M | +100.5% | +5.0% | +95.5% | +99.0% |
| YTD | +79.5% | +17.1% | +62.4% | +75.7% |
| 1Y | +66.7% | +19.3% | +47.4% | +62.6% |
| 3Y | +161.2% | -0.9% | +162.2% | +159.4% |
| All | +316.7% | -21.0% | +337.7% | +357.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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