+3,684.3%
PANW vs RMD
+741.5%
+2,942.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.0% | -4.7% | +6.7% | +3.5% |
| 30D | -13.0% | +0.2% | -13.2% | -13.2% |
| 3M | +28.6% | +12.0% | +16.6% | +23.5% |
| 6M | +103.0% | -12.5% | +115.5% | +109.9% |
| YTD | +81.9% | -7.9% | +89.9% | +84.4% |
| 1Y | +69.6% | -20.4% | +90.0% | +80.2% |
| 3Y | +169.4% | +53.1% | +116.3% | +120.6% |
| 5Y | +331.0% | -22.1% | +353.1% | +340.1% |
| 10Y | +1,292.3% | +275.4% | +1,016.9% | +720.1% |
| All | +3,684.3% | +741.5% | +2,942.8% | +1,729.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling