+62.2%
PANW vs TRV
+54.4%
+7.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | +0.4% |
| 7D | -11.8% | +3.9% | -15.6% | -10.8% |
| 30D | -14.4% | +13.5% | -27.9% | -11.7% |
| 3M | -5.0% | +8.9% | -13.9% | -2.6% |
| 6M | +88.6% | +36.8% | +51.8% | +100.7% |
| YTD | +88.9% | +42.7% | +46.3% | +100.5% |
| 1Y | +62.2% | +49.9% | +12.4% | +77.0% |
| All | +62.2% | +54.4% | +7.8% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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