+152.1%
PANW vs PTC
+29.1%
+123.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.7% | +0.5% | +2.2% | +2.5% |
| 30D | -14.1% | +1.2% | -15.3% | -14.4% |
| 3M | -18.6% | +27.4% | -46.0% | -25.8% |
| 6M | +41.5% | +39.2% | +2.3% | +23.4% |
| YTD | +74.9% | +12.5% | +62.4% | +69.6% |
| 1Y | +57.4% | +12.3% | +45.1% | +52.6% |
| 3Y | +152.1% | +28.8% | +123.3% | +85.0% |
| All | +152.1% | +29.1% | +123.0% | +85.0% |
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 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