+1,135.8%
PANW vs RF
+223.4%
+912.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | -0.5% |
| 7D | +2.7% | +1.9% | +0.7% | +2.2% |
| 30D | -14.1% | +7.3% | -21.4% | -15.7% |
| 3M | -18.6% | -7.9% | -10.7% | -17.0% |
| 6M | +41.5% | +10.5% | +30.9% | +37.5% |
| YTD | +74.9% | +9.6% | +65.3% | +69.5% |
| 1Y | +57.4% | +20.3% | +37.1% | +48.6% |
| 3Y | +152.1% | +119.5% | +32.6% | +100.8% |
| 5Y | +275.3% | +48.2% | +227.1% | +224.6% |
| All | +1,135.8% | +223.4% | +912.4% | +737.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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