+3,539.1%
PANW vs PTC
+898.0%
+2,641.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.5% |
| 3M | -18.6% | +27.4% | -46.0% | -29.1% |
| 6M | +41.5% | +39.2% | +2.3% | +16.2% |
| YTD | +74.9% | +12.5% | +62.4% | +59.4% |
| 1Y | +57.4% | +12.3% | +45.1% | +43.3% |
| 3Y | +152.1% | +28.8% | +123.3% | +110.0% |
| 5Y | +275.3% | +60.9% | +214.4% | +176.6% |
| 10Y | +1,139.3% | +316.6% | +822.7% | +401.9% |
| All | +3,539.1% | +898.0% | +2,641.1% | +882.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling