+73.3%
PANW vs TROW
+0.2%
+73.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.8% |
| 7D | -10.3% | -1.3% | -9.0% | -9.8% |
| 30D | -8.1% | -4.5% | -3.6% | -6.4% |
| 3M | +19.3% | +3.9% | +15.5% | +16.6% |
| 6M | +110.2% | +22.6% | +87.6% | +91.8% |
| YTD | +80.9% | +10.1% | +70.8% | +69.4% |
| 1Y | +73.3% | +3.6% | +69.7% | +66.0% |
| All | +73.3% | +0.2% | +73.0% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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