+161.2%
PANW vs TRU
-1.3%
+162.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.6% |
| 7D | -0.8% | -2.7% | +1.9% | 0.0% |
| 30D | -14.6% | -2.0% | -12.5% | -14.2% |
| 3M | +18.3% | +18.4% | -0.2% | +12.0% |
| 6M | +100.5% | +8.9% | +91.6% | +93.9% |
| YTD | +79.5% | -8.9% | +88.4% | +81.4% |
| 1Y | +66.7% | -15.9% | +82.6% | +71.5% |
| 3Y | +161.2% | -1.1% | +162.3% | +171.6% |
| All | +161.2% | -1.3% | +162.5% | +171.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling