+161.2%
PANW vs TDG
+52.1%
+109.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.7% |
| 7D | -0.8% | -1.9% | +1.1% | -0.2% |
| 30D | -14.6% | -7.7% | -6.9% | -12.3% |
| 3M | +18.3% | -9.3% | +27.6% | +21.8% |
| 6M | +100.5% | -9.4% | +109.9% | +105.0% |
| YTD | +79.5% | -14.3% | +93.8% | +87.6% |
| 1Y | +66.7% | -11.8% | +78.5% | +71.5% |
| 3Y | +161.2% | +52.0% | +109.3% | +102.3% |
| All | +161.2% | +52.1% | +109.1% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling