+3,705.5%
PANW vs PM
+302.6%
+3,403.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | -6.9% | -1.3% | -5.6% | -6.7% |
| 30D | -7.4% | -2.6% | -4.8% | -7.1% |
| 3M | +26.5% | +5.8% | +20.7% | +24.5% |
| 6M | +104.2% | +10.6% | +93.6% | +98.4% |
| YTD | +82.9% | +17.2% | +65.8% | +75.1% |
| 1Y | +70.7% | +17.6% | +53.1% | +62.8% |
| 3Y | +170.9% | +124.3% | +46.7% | +117.3% |
| 5Y | +334.1% | +125.1% | +209.1% | +243.1% |
| 10Y | +1,275.6% | +198.6% | +1,077.0% | +863.8% |
| All | +3,705.5% | +302.6% | +3,403.0% | +2,365.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling