+332.2%
PANW vs TER
+214.0%
+118.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +1.7% |
| 7D | +2.0% | +9.4% | -7.4% | +0.2% |
| 30D | -11.8% | -2.4% | -9.4% | -11.6% |
| 3M | +28.6% | +6.5% | +22.1% | +24.7% |
| 6M | +104.4% | +23.2% | +81.3% | +86.9% |
| YTD | +83.8% | +91.5% | -7.7% | +47.7% |
| 1Y | +71.5% | +214.8% | -143.3% | +18.4% |
| 3Y | +172.2% | +275.3% | -103.2% | +62.6% |
| 5Y | +332.2% | +211.9% | +120.3% | +169.7% |
| All | +332.2% | +214.0% | +118.2% | +169.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling