+161.2%
PANW vs TRI
-18.9%
+180.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.8% |
| 7D | -0.8% | -7.9% | +7.1% | +1.3% |
| 30D | -14.6% | -4.5% | -10.1% | -13.7% |
| 3M | +18.3% | +22.1% | -3.8% | +10.0% |
| 6M | +100.5% | -2.8% | +103.3% | +98.8% |
| YTD | +79.5% | -23.4% | +102.9% | +94.3% |
| 1Y | +66.7% | -41.5% | +108.2% | +99.8% |
| 3Y | +161.2% | -19.2% | +180.4% | +164.9% |
| All | +161.2% | -18.9% | +180.2% | +164.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling