+3,705.5%
PANW vs PH
+1,470.7%
+2,234.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.4% |
| 7D | -6.9% | +0.4% | -7.3% | -7.1% |
| 30D | -7.4% | -10.8% | +3.4% | -3.3% |
| 3M | +26.5% | +8.5% | +18.1% | +22.0% |
| 6M | +104.2% | +3.9% | +100.2% | +98.4% |
| YTD | +82.9% | +9.4% | +73.5% | +73.3% |
| 1Y | +70.7% | +26.8% | +43.9% | +51.7% |
| 3Y | +170.9% | +140.8% | +30.1% | +82.4% |
| 5Y | +334.1% | +253.8% | +80.3% | +145.0% |
| 10Y | +1,275.6% | +792.3% | +483.3% | +371.0% |
| All | +3,705.5% | +1,470.7% | +2,234.9% | +955.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling