+332.2%
PANW vs PM
+132.4%
+199.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +1.1% |
| 7D | +2.0% | +1.9% | 0.0% | +2.0% |
| 30D | -11.8% | +1.9% | -13.7% | -11.8% |
| 3M | +28.6% | +4.6% | +24.0% | +28.5% |
| 6M | +104.4% | +11.7% | +92.8% | +103.8% |
| YTD | +83.8% | +20.4% | +63.4% | +82.4% |
| 1Y | +71.5% | +19.0% | +52.6% | +70.4% |
| 3Y | +172.2% | +130.4% | +41.8% | +156.5% |
| 5Y | +332.2% | +131.5% | +200.7% | +310.3% |
| All | +332.2% | +132.4% | +199.8% | +310.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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