+334.1%
PANW vs PPL
+39.3%
+294.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -6.9% | +1.8% | -8.7% | -7.1% |
| 30D | -7.4% | -1.1% | -6.3% | -7.3% |
| 3M | +26.5% | 0.0% | +26.5% | +26.2% |
| 6M | +104.2% | -7.6% | +111.8% | +106.3% |
| YTD | +82.9% | +1.7% | +81.2% | +81.4% |
| 1Y | +70.7% | +1.5% | +69.2% | +69.1% |
| 3Y | +170.9% | +55.3% | +115.7% | +140.9% |
| 5Y | +334.1% | +37.7% | +296.4% | +287.9% |
| All | +334.1% | +39.3% | +294.8% | +287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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