+1,248.2%
PANW vs Z
-2.5%
+1,250.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.0% | -6.3% | -3.2% |
| 7D | -0.8% | -6.0% | +5.3% | +0.4% |
| 30D | -14.6% | -2.3% | -12.3% | -14.4% |
| 3M | +18.3% | -0.6% | +18.9% | +17.8% |
| 6M | +100.5% | -27.6% | +128.1% | +112.1% |
| YTD | +79.5% | -52.4% | +131.9% | +106.6% |
| 1Y | +66.7% | -63.6% | +130.3% | +102.4% |
| 3Y | +161.2% | -36.4% | +197.6% | +170.8% |
| 5Y | +322.2% | -64.6% | +386.8% | +364.7% |
| All | +1,248.2% | -2.5% | +1,250.7% | +1,073.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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