+316.7%
PANW vs TRV
+162.8%
+153.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.7% |
| 7D | -0.8% | +1.9% | -2.7% | -1.1% |
| 30D | -14.6% | +1.7% | -16.3% | -14.8% |
| 3M | +18.3% | +23.9% | -5.6% | +13.4% |
| 6M | +100.5% | +26.3% | +74.2% | +91.3% |
| YTD | +79.5% | +30.8% | +48.7% | +69.8% |
| 1Y | +66.7% | +36.3% | +30.4% | +56.1% |
| 3Y | +161.2% | +145.0% | +16.2% | +118.4% |
| All | +316.7% | +162.8% | +153.8% | +244.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling