+1,248.2%
PANW vs TRV
+306.9%
+941.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.8% |
| 7D | -0.8% | +1.9% | -2.7% | -1.3% |
| 30D | -14.6% | +1.7% | -16.3% | -15.0% |
| 3M | +18.3% | +23.9% | -5.6% | +11.7% |
| 6M | +100.5% | +26.3% | +74.2% | +88.2% |
| YTD | +79.5% | +30.8% | +48.7% | +66.6% |
| 1Y | +66.7% | +36.3% | +30.4% | +52.7% |
| 3Y | +161.2% | +145.0% | +16.2% | +102.8% |
| 5Y | +322.2% | +163.9% | +158.3% | +216.4% |
| All | +1,248.2% | +306.9% | +941.3% | +868.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling