+3,705.5%
PANW vs TER
+2,856.0%
+849.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | 0.0% |
| 7D | -6.9% | +11.0% | -17.9% | -9.7% |
| 30D | -7.4% | -1.9% | -5.5% | -7.4% |
| 3M | +26.5% | -0.7% | +27.2% | +23.2% |
| 6M | +104.2% | +36.4% | +67.8% | +74.0% |
| YTD | +82.9% | +92.4% | -9.5% | +36.4% |
| 1Y | +70.7% | +213.5% | -142.8% | +5.9% |
| 3Y | +170.9% | +277.2% | -106.3% | +44.4% |
| 5Y | +334.1% | +219.1% | +115.0% | +134.8% |
| 10Y | +1,275.6% | +1,744.2% | -468.6% | +224.3% |
| All | +3,705.5% | +2,856.0% | +849.5% | +647.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling