+62.2%
PANW vs PHM
+16.2%
+46.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.2% | -7.8% | +0.1% |
| 7D | -11.8% | +13.6% | -25.4% | -10.6% |
| 30D | -14.4% | +19.3% | -33.7% | -12.9% |
| 3M | -5.0% | +3.5% | -8.5% | -4.5% |
| 6M | +88.6% | +18.6% | +70.0% | +91.8% |
| YTD | +88.9% | +16.7% | +72.2% | +89.3% |
| 1Y | +62.2% | +14.6% | +47.6% | +61.4% |
| All | +62.2% | +16.2% | +46.0% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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