+333.4%
PANW vs PRU
+45.9%
+287.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.0% |
| 7D | -6.9% | +1.9% | -8.8% | -7.8% |
| 30D | -7.4% | -0.4% | -7.0% | -7.3% |
| 3M | +26.5% | +16.4% | +10.1% | +18.4% |
| 6M | +104.2% | +26.0% | +78.1% | +84.1% |
| YTD | +82.9% | +9.9% | +73.0% | +74.6% |
| 1Y | +70.7% | +18.8% | +52.0% | +56.9% |
| 3Y | +170.9% | +45.3% | +125.6% | +124.0% |
| All | +333.4% | +45.9% | +287.5% | +261.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling