+295.1%
PANW vs PLD
+1.3%
+293.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.5% | +2.5% |
| 7D | -3.9% | -1.0% | -2.9% | -3.5% |
| 30D | -17.2% | -1.8% | -15.3% | -16.7% |
| 3M | -12.9% | -6.0% | -6.8% | -11.1% |
| 6M | +56.5% | -8.4% | +64.9% | +60.0% |
| YTD | +81.6% | +4.2% | +77.3% | +76.5% |
| 1Y | +53.2% | +6.2% | +47.0% | +47.8% |
| 3Y | +163.9% | +37.0% | +126.9% | +120.5% |
| 5Y | +295.1% | +1.2% | +294.0% | +264.7% |
| All | +295.1% | +1.3% | +293.9% | +264.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 5y: compounded portfolio wealth divided by compounded PLD 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…
5y analysis · Full analysis span regression · 6 months rolling