+1,248.2%
PANW vs TER
+1,891.7%
-643.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -3.0% |
| 7D | -0.8% | +6.4% | -7.1% | -2.4% |
| 30D | -14.6% | -5.7% | -8.9% | -13.6% |
| 3M | +18.3% | -0.4% | +18.7% | +15.5% |
| 6M | +100.5% | +25.8% | +74.6% | +77.7% |
| YTD | +79.5% | +96.4% | -16.9% | +36.5% |
| 1Y | +66.7% | +229.2% | -162.5% | +5.9% |
| 3Y | +161.2% | +288.1% | -126.9% | +44.9% |
| 5Y | +322.2% | +219.9% | +102.3% | +139.7% |
| All | +1,248.2% | +1,891.7% | -643.5% | +277.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling