+3,705.5%
PANW vs PTC
+578.5%
+3,127.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.6% | +3.8% |
| 7D | -6.9% | -12.8% | +5.9% | -0.8% |
| 30D | -7.4% | -9.8% | +2.4% | -2.7% |
| 3M | +26.5% | -2.1% | +28.6% | +25.5% |
| 6M | +104.2% | -18.1% | +122.3% | +121.6% |
| YTD | +82.9% | -23.5% | +106.5% | +104.9% |
| 1Y | +70.7% | -37.4% | +108.1% | +110.2% |
| 3Y | +170.9% | -7.2% | +178.2% | +169.8% |
| 5Y | +334.1% | +2.7% | +331.5% | +303.4% |
| 10Y | +1,275.6% | +203.4% | +1,072.2% | +556.5% |
| All | +3,705.5% | +578.5% | +3,127.0% | +1,163.4% |
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