+3,634.0%
PANW vs TRI
+380.8%
+3,253.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.0% |
| 7D | -0.8% | -7.9% | +7.1% | +2.4% |
| 30D | -14.6% | -4.5% | -10.1% | -13.4% |
| 3M | +18.3% | +22.1% | -3.8% | +6.0% |
| 6M | +100.5% | -2.8% | +103.3% | +96.8% |
| YTD | +79.5% | -23.4% | +102.9% | +95.4% |
| 1Y | +66.7% | -41.5% | +108.2% | +106.4% |
| 3Y | +161.2% | -19.2% | +180.4% | +167.7% |
| 5Y | +322.2% | -9.4% | +331.6% | +303.5% |
| 10Y | +1,273.8% | +195.6% | +1,078.2% | +665.9% |
| All | +3,634.0% | +380.8% | +3,253.2% | +1,779.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling