+164.8%
PANW vs PTC
-10.6%
+175.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | +0.9% |
| 7D | +2.0% | -13.6% | +15.6% | +8.7% |
| 30D | -13.0% | -14.7% | +1.7% | -6.5% |
| 3M | +28.6% | -5.9% | +34.5% | +31.1% |
| 6M | +103.0% | -21.1% | +124.1% | +126.9% |
| YTD | +81.9% | -26.0% | +107.9% | +109.8% |
| 1Y | +69.6% | -36.8% | +106.5% | +111.7% |
| All | +164.8% | -10.6% | +175.3% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling