+50.1%
PANW vs Q
+79.8%
-29.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.6% |
| 7D | -0.8% | +4.9% | -5.7% | -1.4% |
| 30D | -14.6% | -11.0% | -3.6% | -13.3% |
| 3M | +18.3% | -15.2% | +33.5% | +19.8% |
| 6M | +100.5% | +8.8% | +91.6% | +94.0% |
| YTD | +79.5% | +55.1% | +24.4% | +57.3% |
| All | +50.1% | +79.8% | -29.7% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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