+3,684.3%
PANW vs RGEN
+4,067.9%
-383.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.1% |
| 7D | +2.0% | -4.6% | +6.6% | +3.1% |
| 30D | -13.0% | +1.2% | -14.1% | -13.3% |
| 3M | +28.6% | +26.8% | +1.8% | +20.9% |
| 6M | +103.0% | +29.1% | +73.9% | +88.4% |
| YTD | +81.9% | +0.7% | +81.2% | +78.6% |
| 1Y | +69.6% | +39.1% | +30.6% | +53.2% |
| 3Y | +169.4% | +2.2% | +167.2% | +149.9% |
| 5Y | +331.0% | -44.0% | +375.0% | +339.1% |
| 10Y | +1,292.3% | +412.7% | +879.5% | +753.1% |
| All | +3,684.3% | +4,067.9% | -383.6% | +2,158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling