+1,248.2%
PANW vs RBA
+206.5%
+1,041.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.8% | -6.1% | -3.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -14.6% | -2.9% | -11.6% | -13.9% |
| 3M | +18.3% | -20.9% | +39.2% | +25.9% |
| 6M | +100.5% | -17.7% | +118.1% | +110.0% |
| YTD | +79.5% | -18.2% | +97.7% | +87.4% |
| 1Y | +66.7% | -29.1% | +95.8% | +82.0% |
| 3Y | +161.2% | +29.5% | +131.7% | +132.9% |
| 5Y | +322.2% | +40.2% | +282.0% | +257.1% |
| All | +1,248.2% | +206.5% | +1,041.7% | +775.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling