+3,705.5%
PANW vs PFE
+125.3%
+3,580.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.7% |
| 7D | -6.9% | -2.7% | -4.3% | -6.4% |
| 30D | -7.4% | +3.8% | -11.2% | -8.4% |
| 3M | +26.5% | +10.4% | +16.2% | +23.0% |
| 6M | +104.2% | +6.3% | +97.9% | +100.3% |
| YTD | +82.9% | +17.4% | +65.6% | +74.6% |
| 1Y | +70.7% | +21.1% | +49.6% | +61.1% |
| 3Y | +170.9% | -1.6% | +172.5% | +166.4% |
| 5Y | +334.1% | -22.2% | +356.3% | +348.7% |
| 10Y | +1,275.6% | +32.9% | +1,242.7% | +973.3% |
| All | +3,705.5% | +125.3% | +3,580.3% | +2,755.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling