+3,663.5%
PANW vs PRU
+360.6%
+3,303.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -10.3% | +1.9% | -12.2% | -11.0% |
| 30D | -8.1% | +2.7% | -10.8% | -9.1% |
| 3M | +19.3% | +19.5% | -0.1% | +11.9% |
| 6M | +110.2% | +26.6% | +83.5% | +92.6% |
| YTD | +80.9% | +12.3% | +68.6% | +72.7% |
| 1Y | +73.3% | +18.0% | +55.2% | +62.0% |
| 3Y | +174.6% | +47.0% | +127.6% | +135.6% |
| 5Y | +327.1% | +48.4% | +278.6% | +261.1% |
| 10Y | +1,277.3% | +142.4% | +1,134.9% | +772.1% |
| All | +3,663.5% | +360.6% | +3,303.0% | +2,103.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling