+332.2%
PANW vs RSP
+48.7%
+283.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.7% |
| 7D | +2.0% | -3.1% | +5.1% | +5.4% |
| 30D | -11.8% | -3.4% | -8.4% | -8.6% |
| 3M | +28.6% | +3.6% | +25.0% | +23.9% |
| 6M | +104.4% | +9.0% | +95.5% | +86.7% |
| YTD | +83.8% | +12.2% | +71.6% | +62.2% |
| 1Y | +71.5% | +15.6% | +56.0% | +46.6% |
| 3Y | +172.2% | +51.6% | +120.5% | +73.5% |
| 5Y | +332.2% | +50.4% | +281.8% | +185.5% |
| All | +332.2% | +48.7% | +283.5% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 5y: compounded portfolio wealth divided by compounded RSP 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…
5y analysis · Full analysis span regression · 6 months rolling