+316.7%
PANW vs PTC
+4.1%
+312.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -3.1% |
| 7D | -0.8% | -7.3% | +6.5% | +2.8% |
| 30D | -14.6% | -11.6% | -2.9% | -9.2% |
| 3M | +18.3% | +10.5% | +7.8% | +11.5% |
| 6M | +100.5% | -17.8% | +118.3% | +119.2% |
| YTD | +79.5% | -24.9% | +104.4% | +105.5% |
| 1Y | +66.7% | -36.8% | +103.5% | +108.7% |
| 3Y | +161.2% | -8.7% | +170.0% | +157.7% |
| All | +316.7% | +4.1% | +312.6% | +272.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling