+47.6%
PANW vs TRI
-16.8%
+64.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.8% | -10.3% | -9.7% |
| 7D | -17.3% | +1.5% | -18.8% | -17.8% |
| 30D | -25.1% | +20.4% | -45.5% | -28.7% |
| 3M | -13.2% | +20.6% | -33.8% | -17.6% |
| 6M | +71.0% | +25.5% | +45.6% | +59.6% |
| YTD | +70.8% | -7.1% | +77.9% | +73.7% |
| 1Y | +47.6% | -14.7% | +62.3% | +53.9% |
| All | +47.6% | -16.8% | +64.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling