+1,248.2%
PANW vs THC
+1,022.1%
+226.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | -0.5% | -0.3% | -0.7% |
| 30D | -14.6% | -1.2% | -13.4% | -14.4% |
| 3M | +18.3% | +52.3% | -34.0% | +10.1% |
| 6M | +100.5% | +12.4% | +88.1% | +95.2% |
| YTD | +79.5% | +32.7% | +46.8% | +69.4% |
| 1Y | +66.7% | +36.4% | +30.4% | +56.1% |
| 3Y | +161.2% | +259.3% | -98.1% | +104.7% |
| 5Y | +322.2% | +262.7% | +59.5% | +221.8% |
| All | +1,248.2% | +1,022.1% | +226.1% | +683.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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