+1,248.2%
PANW vs PTC
+205.0%
+1,043.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -3.0% |
| 7D | -0.8% | -7.3% | +6.5% | +2.5% |
| 30D | -14.6% | -11.6% | -2.9% | -9.7% |
| 3M | +18.3% | +10.5% | +7.8% | +12.0% |
| 6M | +100.5% | -17.8% | +118.3% | +116.5% |
| YTD | +79.5% | -24.9% | +104.4% | +101.8% |
| 1Y | +66.7% | -36.8% | +103.5% | +102.7% |
| 3Y | +161.2% | -8.7% | +170.0% | +162.5% |
| 5Y | +322.2% | +4.1% | +318.1% | +292.7% |
| All | +1,248.2% | +205.0% | +1,043.2% | +702.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling