+332.2%
PANW vs STZ
-37.5%
+369.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.8% | +0.9% |
| 7D | +2.0% | -4.1% | +6.1% | +2.2% |
| 30D | -11.8% | -7.6% | -4.2% | -11.4% |
| 3M | +28.6% | -12.3% | +40.9% | +29.6% |
| 6M | +104.4% | -16.3% | +120.7% | +106.0% |
| YTD | +83.8% | -8.4% | +92.1% | +80.7% |
| 1Y | +71.5% | -10.8% | +82.4% | +69.4% |
| 3Y | +172.2% | -49.0% | +221.1% | +202.5% |
| 5Y | +332.2% | -36.5% | +368.7% | +347.4% |
| All | +332.2% | -37.5% | +369.7% | +347.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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