+334.1%
PANW vs PR
+409.5%
-75.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +1.0% |
| 7D | -6.9% | -0.6% | -6.3% | -6.9% |
| 30D | -7.4% | +17.4% | -24.8% | -9.4% |
| 3M | +26.5% | +21.8% | +4.8% | +22.9% |
| 6M | +104.2% | +27.6% | +76.6% | +96.1% |
| YTD | +82.9% | +71.4% | +11.5% | +67.5% |
| 1Y | +70.7% | +78.3% | -7.6% | +55.0% |
| 3Y | +170.9% | +85.5% | +85.5% | +140.0% |
| 5Y | +334.1% | +422.7% | -88.5% | +256.6% |
| All | +334.1% | +409.5% | -75.3% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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