+3,684.3%
PANW vs PSA
+244.0%
+3,440.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | +0.1% |
| 7D | +2.0% | -2.2% | +4.2% | +2.6% |
| 30D | -13.0% | -9.6% | -3.4% | -10.7% |
| 3M | +28.6% | -7.9% | +36.5% | +31.1% |
| 6M | +103.0% | -2.0% | +105.0% | +102.3% |
| YTD | +81.9% | +15.7% | +66.2% | +72.4% |
| 1Y | +69.6% | +5.8% | +63.9% | +64.7% |
| 3Y | +169.4% | +21.6% | +147.9% | +146.0% |
| 5Y | +331.0% | +13.1% | +317.9% | +299.8% |
| 10Y | +1,292.3% | +101.3% | +1,191.0% | +958.5% |
| All | +3,684.3% | +244.0% | +3,440.3% | +2,228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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