+62.2%
PANW vs RGEN
+19.5%
+42.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -11.8% | -3.5% | -8.3% | -11.4% |
| 30D | -14.4% | -6.0% | -8.5% | -14.0% |
| 3M | -5.0% | +19.0% | -24.0% | -6.9% |
| 6M | +88.6% | +50.7% | +37.8% | +80.0% |
| YTD | +88.9% | +8.8% | +80.2% | +86.1% |
| 1Y | +62.2% | +21.3% | +41.0% | +56.8% |
| All | +62.2% | +19.5% | +42.7% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling