+161.2%
PANW vs RGEN
+2.2%
+159.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -0.8% | -1.4% | +0.7% | -0.5% |
| 30D | -14.6% | -0.3% | -14.2% | -14.6% |
| 3M | +18.3% | +23.9% | -5.6% | +13.1% |
| 6M | +100.5% | +38.5% | +61.9% | +86.2% |
| YTD | +79.5% | +0.8% | +78.7% | +77.7% |
| 1Y | +66.7% | +38.2% | +28.5% | +53.5% |
| 3Y | +161.2% | +1.3% | +159.9% | +167.3% |
| All | +161.2% | +2.2% | +159.1% | +167.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling