+1,248.2%
PANW vs SAN
+357.1%
+891.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -2.8% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -14.6% | +0.9% | -15.5% | -14.8% |
| 3M | +18.3% | +19.1% | -0.8% | +13.5% |
| 6M | +100.5% | +33.2% | +67.3% | +86.6% |
| YTD | +79.5% | +29.1% | +50.4% | +67.4% |
| 1Y | +66.7% | +50.2% | +16.5% | +49.6% |
| 3Y | +161.2% | +351.0% | -189.8% | +78.1% |
| 5Y | +322.2% | +394.7% | -72.5% | +172.9% |
| All | +1,248.2% | +357.1% | +891.1% | +783.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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