+316.7%
PANW vs PNC
+51.4%
+265.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -14.6% | -4.4% | -10.2% | -13.3% |
| 3M | +18.3% | +5.2% | +13.1% | +16.2% |
| 6M | +100.5% | +20.6% | +79.8% | +87.2% |
| YTD | +79.5% | +19.8% | +59.7% | +67.2% |
| 1Y | +66.7% | +24.4% | +42.3% | +52.6% |
| 3Y | +161.2% | +131.2% | +30.0% | +85.6% |
| All | +316.7% | +51.4% | +265.3% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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