+1,135.8%
PANW vs PRU
+99.2%
+1,036.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.4% |
| 7D | +2.7% | +3.6% | -0.9% | +1.5% |
| 30D | -14.1% | +8.9% | -22.9% | -16.6% |
| 3M | -18.6% | +0.2% | -18.8% | -18.9% |
| 6M | +41.5% | +23.7% | +17.7% | +31.3% |
| YTD | +74.9% | +13.7% | +61.2% | +66.3% |
| 1Y | +57.4% | +20.6% | +36.7% | +46.6% |
| 3Y | +152.1% | +56.3% | +95.8% | +113.9% |
| 5Y | +275.3% | +42.3% | +233.0% | +225.0% |
| All | +1,135.8% | +99.2% | +1,036.6% | +720.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling