+292.3%
PANW vs RF
+45.3%
+247.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | -6.8% | +0.3% | -7.2% | -6.8% |
| 30D | -22.1% | +6.2% | -28.2% | -23.5% |
| 3M | -15.2% | -7.8% | -7.4% | -13.2% |
| 6M | +57.0% | +5.9% | +51.1% | +53.8% |
| YTD | +77.2% | +9.0% | +68.1% | +70.8% |
| 1Y | +50.7% | +19.3% | +31.5% | +40.8% |
| 3Y | +157.5% | +116.4% | +41.0% | +95.0% |
| 5Y | +292.3% | +46.0% | +246.2% | +238.3% |
| All | +292.3% | +45.3% | +247.0% | +238.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling