+1,248.2%
PANW vs PH
+820.2%
+428.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.9% |
| 7D | -0.8% | -1.3% | +0.5% | -0.4% |
| 30D | -14.6% | -11.0% | -3.6% | -11.0% |
| 3M | +18.3% | +5.5% | +12.8% | +15.5% |
| 6M | +100.5% | +1.5% | +99.0% | +96.9% |
| YTD | +79.5% | +8.8% | +70.7% | +70.8% |
| 1Y | +66.7% | +24.5% | +42.2% | +50.0% |
| 3Y | +161.2% | +141.2% | +20.1% | +79.6% |
| 5Y | +322.2% | +256.3% | +65.9% | +145.6% |
| All | +1,248.2% | +820.2% | +428.1% | +419.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling