+3,705.5%
PANW vs STZ
+398.8%
+3,306.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.7% | +2.4% |
| 7D | -6.9% | -7.4% | +0.5% | -5.3% |
| 30D | -7.4% | -10.9% | +3.5% | -5.1% |
| 3M | +26.5% | -13.4% | +40.0% | +30.1% |
| 6M | +104.2% | -16.2% | +120.4% | +109.9% |
| YTD | +82.9% | -10.4% | +93.4% | +83.3% |
| 1Y | +70.7% | -14.8% | +85.5% | +73.0% |
| 3Y | +170.9% | -50.1% | +221.1% | +212.6% |
| 5Y | +334.1% | -38.8% | +372.9% | +368.2% |
| 10Y | +1,275.6% | -14.1% | +1,289.7% | +1,199.2% |
| All | +3,705.5% | +398.8% | +3,306.7% | +3,045.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling