+3,677.2%
PANW vs PRU
+364.4%
+3,312.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -3.9% | -2.8% | -1.1% | -2.8% |
| 30D | -17.2% | +8.5% | -25.7% | -19.7% |
| 3M | -12.9% | +1.7% | -14.6% | -13.7% |
| 6M | +56.5% | +24.8% | +31.8% | +44.1% |
| YTD | +81.6% | +13.3% | +68.3% | +72.3% |
| 1Y | +53.2% | +21.4% | +31.9% | +41.7% |
| 3Y | +163.9% | +54.8% | +109.1% | +121.9% |
| 5Y | +295.1% | +42.4% | +252.8% | +238.4% |
| 10Y | +1,186.3% | +98.4% | +1,087.9% | +789.0% |
| All | +3,677.2% | +364.4% | +3,312.8% | +2,098.1% |
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