+62.2%
PANW vs TER
+42.7%
+19.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.8% | +6.2% | -0.4% |
| 7D | -11.8% | -19.9% | +8.1% | -11.1% |
| 30D | -14.4% | -43.5% | +29.1% | -13.5% |
| 3M | -5.0% | -37.8% | +32.8% | -3.8% |
| 6M | +88.6% | -25.6% | +114.1% | +90.5% |
| YTD | +88.9% | +29.8% | +59.1% | +78.1% |
| 1Y | +62.2% | +43.2% | +19.1% | +47.4% |
| All | +62.2% | +42.7% | +19.6% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling