+3,705.5%
PANW vs PFG
+626.9%
+3,078.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.6% |
| 7D | -6.9% | +6.0% | -12.9% | -9.1% |
| 30D | -7.4% | +2.2% | -9.6% | -8.3% |
| 3M | +26.5% | +10.4% | +16.2% | +21.7% |
| 6M | +104.2% | +27.8% | +76.4% | +86.0% |
| YTD | +82.9% | +33.6% | +49.3% | +63.4% |
| 1Y | +70.7% | +49.3% | +21.4% | +45.9% |
| 3Y | +170.9% | +69.7% | +101.2% | +119.0% |
| 5Y | +334.1% | +111.3% | +222.8% | +219.9% |
| 10Y | +1,275.6% | +240.3% | +1,035.3% | +648.7% |
| All | +3,705.5% | +626.9% | +3,078.6% | +1,317.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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