+1,248.2%
PANW vs TRU
+147.2%
+1,101.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.7% |
| 7D | -0.8% | -2.7% | +1.9% | +0.2% |
| 30D | -14.6% | -2.0% | -12.5% | -14.1% |
| 3M | +18.3% | +18.4% | -0.2% | +9.8% |
| 6M | +100.5% | +8.9% | +91.6% | +91.5% |
| YTD | +79.5% | -8.9% | +88.4% | +82.4% |
| 1Y | +66.7% | -15.9% | +82.6% | +73.5% |
| 3Y | +161.2% | -1.1% | +162.3% | +142.1% |
| 5Y | +322.2% | -35.2% | +357.4% | +359.0% |
| All | +1,248.2% | +147.2% | +1,101.1% | +830.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling