+152.1%
PANW vs TER
+188.5%
-36.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.5% |
| 7D | +2.7% | +14.4% | -11.7% | +1.1% |
| 30D | -14.1% | -30.6% | +16.5% | -11.3% |
| 3M | -18.6% | -39.2% | +20.6% | -15.3% |
| 6M | +41.5% | -31.3% | +72.7% | +43.9% |
| YTD | +74.9% | +29.1% | +45.9% | +59.7% |
| 1Y | +57.4% | +47.4% | +9.9% | +40.3% |
| 3Y | +152.1% | +191.2% | -39.1% | +91.8% |
| All | +152.1% | +188.5% | -36.4% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling