+434.7%
PANW vs S
-57.1%
+491.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | -14.6% | -11.4% | -3.1% | -10.5% |
| 3M | +18.3% | +33.8% | -15.5% | +7.2% |
| 6M | +100.5% | +39.5% | +61.0% | +78.1% |
| YTD | +79.5% | +31.7% | +47.8% | +62.3% |
| 1Y | +66.7% | +7.0% | +59.7% | +60.5% |
| 3Y | +161.2% | +11.8% | +149.5% | +140.6% |
| 5Y | +322.2% | -69.0% | +391.2% | +383.1% |
| All | +434.7% | -57.1% | +491.7% | +461.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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