+332.2%
PANW vs RY
+135.2%
+197.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +2.0% | -2.9% | +4.8% | +3.5% |
| 30D | -11.8% | -2.0% | -9.8% | -11.0% |
| 3M | +28.6% | +4.9% | +23.7% | +25.2% |
| 6M | +104.4% | +26.1% | +78.3% | +79.7% |
| YTD | +83.8% | +22.4% | +61.4% | +63.7% |
| 1Y | +71.5% | +44.7% | +26.8% | +38.6% |
| 3Y | +172.2% | +155.7% | +16.5% | +58.2% |
| 5Y | +332.2% | +137.7% | +194.5% | +162.3% |
| All | +332.2% | +135.2% | +197.0% | +162.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling