+161.2%
PANW vs RMD
+49.9%
+111.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -0.8% | -4.4% | +3.6% | -0.1% |
| 30D | -14.6% | -3.1% | -11.4% | -14.1% |
| 3M | +18.3% | +13.8% | +4.5% | +15.8% |
| 6M | +100.5% | -8.6% | +109.1% | +104.4% |
| YTD | +79.5% | -8.6% | +88.1% | +82.7% |
| 1Y | +66.7% | -19.7% | +86.4% | +74.3% |
| 3Y | +161.2% | +48.4% | +112.9% | +142.2% |
| All | +161.2% | +49.9% | +111.4% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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