+73.3%
PANW vs PH
+30.5%
+42.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -10.3% | -3.1% | -7.3% | -10.6% |
| 30D | -8.1% | -3.2% | -4.9% | -8.6% |
| 3M | +19.3% | +10.6% | +8.8% | +20.6% |
| 6M | +110.2% | -2.1% | +112.3% | +111.6% |
| YTD | +80.9% | +10.2% | +70.7% | +79.1% |
| 1Y | +73.3% | +28.2% | +45.0% | +65.0% |
| All | +73.3% | +30.5% | +42.7% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling