+1,248.2%
PANW vs XYZ
+610.4%
+637.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | -4.3% | +3.5% | +0.4% |
| 30D | -14.6% | +1.2% | -15.8% | -15.1% |
| 3M | +18.3% | +14.6% | +3.6% | +13.1% |
| 6M | +100.5% | +22.6% | +77.9% | +87.5% |
| YTD | +79.5% | +21.7% | +57.8% | +66.7% |
| 1Y | +66.7% | +6.7% | +60.0% | +59.8% |
| 3Y | +161.2% | +46.8% | +114.4% | +115.3% |
| 5Y | +322.2% | -68.0% | +390.2% | +390.3% |
| All | +1,248.2% | +610.4% | +637.8% | +636.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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