+167.4%
PANW vs PH
+133.8%
+33.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.5% |
| 7D | +2.0% | -3.1% | +5.1% | +3.0% |
| 30D | -11.8% | -11.8% | 0.0% | -8.3% |
| 3M | +28.6% | +6.9% | +21.7% | +25.1% |
| 6M | +104.4% | -1.3% | +105.7% | +103.1% |
| YTD | +83.8% | +7.0% | +76.8% | +75.3% |
| 1Y | +71.5% | +23.1% | +48.4% | +52.7% |
| All | +167.4% | +133.8% | +33.6% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling