+66.7%
PANW vs PTC
-36.4%
+103.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.9% |
| 7D | -0.8% | -7.3% | +6.5% | +1.9% |
| 30D | -14.6% | -11.6% | -2.9% | -10.3% |
| 3M | +18.3% | +10.5% | +7.8% | +14.8% |
| 6M | +100.5% | -17.8% | +118.3% | +122.4% |
| YTD | +79.5% | -24.9% | +104.4% | +107.2% |
| 1Y | +66.7% | -36.8% | +103.5% | +121.1% |
| All | +66.7% | -36.4% | +103.2% | +121.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling