+444.9%
PANW vs S
-57.8%
+502.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.0% |
| 7D | -6.9% | -5.8% | -1.1% | -4.8% |
| 30D | -7.4% | -9.2% | +1.8% | -3.8% |
| 3M | +26.5% | +23.4% | +3.2% | +18.0% |
| 6M | +104.2% | +36.9% | +67.2% | +82.5% |
| YTD | +82.9% | +29.5% | +53.4% | +66.4% |
| 1Y | +70.7% | +5.4% | +65.3% | +65.2% |
| 3Y | +170.9% | +14.7% | +156.3% | +147.7% |
| 5Y | +334.1% | -71.5% | +405.7% | +407.8% |
| All | +444.9% | -57.8% | +502.7% | +476.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling