+161.2%
PANW vs PTEN
-3.7%
+165.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | -0.8% | +3.5% | -4.2% | -1.3% |
| 30D | -14.6% | +17.5% | -32.1% | -16.6% |
| 3M | +18.3% | +12.7% | +5.6% | +15.9% |
| 6M | +100.5% | +33.1% | +67.4% | +89.7% |
| YTD | +79.5% | +116.4% | -36.9% | +55.2% |
| 1Y | +66.7% | +141.2% | -74.5% | +40.3% |
| 3Y | +161.2% | -3.8% | +165.0% | +140.4% |
| All | +161.2% | -3.7% | +165.0% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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