+3,539.1%
PANW vs PPL
+149.6%
+3,389.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | +2.7% | -0.4% | +3.0% | +2.7% |
| 30D | -14.1% | +2.6% | -16.7% | -14.6% |
| 3M | -18.6% | +0.8% | -19.4% | -18.9% |
| 6M | +41.5% | +1.4% | +40.0% | +40.4% |
| YTD | +74.9% | +4.3% | +70.6% | +72.1% |
| 1Y | +57.4% | +0.8% | +56.6% | +56.0% |
| 3Y | +152.1% | +57.9% | +94.2% | +122.8% |
| 5Y | +275.3% | +48.3% | +227.0% | +235.1% |
| 10Y | +1,139.3% | +66.4% | +1,072.9% | +943.9% |
| All | +3,539.1% | +149.6% | +3,389.5% | +2,576.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling