+3,722.6%
PANW vs PTEN
+12.0%
+3,710.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +2.0% | +2.8% | -0.8% | +1.6% |
| 30D | -11.8% | +17.6% | -29.4% | -13.6% |
| 3M | +28.6% | +8.2% | +20.4% | +26.6% |
| 6M | +104.4% | +38.1% | +66.3% | +94.3% |
| YTD | +83.8% | +117.3% | -33.5% | +64.4% |
| 1Y | +71.5% | +146.1% | -74.6% | +50.5% |
| 3Y | +172.2% | -3.0% | +175.2% | +161.1% |
| 5Y | +332.2% | +93.5% | +238.8% | +268.3% |
| 10Y | +1,306.4% | -16.8% | +1,323.1% | +1,039.9% |
| All | +3,722.6% | +12.0% | +3,710.6% | +3,037.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling