+73.3%
PANW vs TRU
-7.3%
+80.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +1.9% |
| 7D | -10.3% | -6.8% | -3.6% | -8.7% |
| 30D | -8.1% | 0.0% | -8.1% | -8.3% |
| 3M | +19.3% | +13.3% | +6.0% | +14.6% |
| 6M | +110.2% | +3.4% | +106.7% | +104.8% |
| YTD | +80.9% | -6.4% | +87.3% | +77.3% |
| 1Y | +73.3% | -9.7% | +83.0% | +68.7% |
| All | +73.3% | -7.3% | +80.6% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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