+164.8%
PANW vs THC
+258.2%
-93.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.4% | -1.0% |
| 7D | +2.0% | +4.1% | -2.1% | +1.6% |
| 30D | -13.0% | +3.5% | -16.5% | -13.3% |
| 3M | +28.6% | +61.7% | -33.1% | +21.1% |
| 6M | +103.0% | +11.8% | +91.1% | +100.8% |
| YTD | +81.9% | +35.4% | +46.5% | +74.1% |
| 1Y | +69.6% | +37.0% | +32.6% | +61.3% |
| All | +164.8% | +258.2% | -93.4% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling