+161.7%
PANW vs PRU
+56.1%
+105.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -3.9% | -2.8% | -1.1% | -2.7% |
| 30D | -17.2% | +8.5% | -25.7% | -19.9% |
| 3M | -12.9% | +1.7% | -14.6% | -13.6% |
| 6M | +56.5% | +24.8% | +31.8% | +42.3% |
| YTD | +81.6% | +13.3% | +68.3% | +71.2% |
| 1Y | +53.2% | +21.4% | +31.9% | +39.7% |
| All | +161.7% | +56.1% | +105.6% | +106.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling