+3,663.5%
PANW vs RY
+586.7%
+3,076.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | -10.3% | +3.1% | -13.4% | -11.8% |
| 30D | -8.1% | -0.3% | -7.8% | -8.1% |
| 3M | +19.3% | +8.7% | +10.7% | +14.3% |
| 6M | +110.2% | +28.5% | +81.6% | +84.4% |
| YTD | +80.9% | +25.1% | +55.8% | +60.5% |
| 1Y | +73.3% | +46.3% | +27.0% | +41.6% |
| 3Y | +174.6% | +154.9% | +19.7% | +67.7% |
| 5Y | +327.1% | +140.3% | +186.8% | +167.5% |
| 10Y | +1,277.3% | +377.0% | +900.3% | +518.9% |
| All | +3,663.5% | +586.7% | +3,076.8% | +1,464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling