+362.8%
PANW vs SNY
+10.4%
+352.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +13.0% |
| 7D | +12.2% | -2.1% | +14.3% | +12.4% |
| 30D | -2.7% | -0.9% | -1.8% | -2.7% |
| 3M | +33.7% | -2.1% | +35.8% | +33.8% |
| 6M | +123.9% | +4.9% | +119.0% | +121.8% |
| YTD | +103.0% | -5.6% | +108.6% | +103.7% |
| 1Y | +90.5% | -2.8% | +93.3% | +90.3% |
| 3Y | +204.2% | -8.7% | +213.0% | +205.7% |
| 5Y | +362.8% | +11.2% | +351.6% | +341.2% |
| All | +362.8% | +10.4% | +352.3% | +341.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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