+3,722.6%
PANW vs TRV
+694.4%
+3,028.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | +2.0% | -1.5% | +3.4% | +2.4% |
| 30D | -11.8% | -1.8% | -10.0% | -11.4% |
| 3M | +28.6% | +21.6% | +7.0% | +21.2% |
| 6M | +104.4% | +22.5% | +82.0% | +92.0% |
| YTD | +83.8% | +28.1% | +55.6% | +70.0% |
| 1Y | +71.5% | +37.0% | +34.5% | +55.2% |
| 3Y | +172.2% | +141.9% | +30.3% | +105.4% |
| 5Y | +332.2% | +158.5% | +173.7% | +214.1% |
| 10Y | +1,306.4% | +297.5% | +1,008.8% | +727.6% |
| All | +3,722.6% | +694.4% | +3,028.2% | +2,078.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling