+1,135.8%
PANW vs RY
+351.1%
+784.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | 0.0% |
| 7D | +2.7% | +0.6% | +2.1% | +2.4% |
| 30D | -14.1% | +5.0% | -19.1% | -16.3% |
| 3M | -18.6% | -5.3% | -13.3% | -16.4% |
| 6M | +41.5% | +13.8% | +27.6% | +31.5% |
| YTD | +74.9% | +21.0% | +54.0% | +56.5% |
| 1Y | +57.4% | +40.5% | +16.9% | +29.3% |
| 3Y | +152.1% | +159.7% | -7.5% | +46.1% |
| 5Y | +275.3% | +124.3% | +151.0% | +134.3% |
| All | +1,135.8% | +351.1% | +784.7% | +472.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling