+993.4%
PANW vs Z
+17.0%
+976.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.6% | +2.5% |
| 7D | -6.9% | -3.3% | -3.7% | -6.4% |
| 30D | -7.4% | -3.7% | -3.7% | -6.9% |
| 3M | +26.5% | -7.0% | +33.5% | +27.7% |
| 6M | +104.2% | -29.5% | +133.7% | +117.6% |
| YTD | +82.9% | -52.6% | +135.5% | +111.7% |
| 1Y | +70.7% | -64.0% | +134.7% | +108.9% |
| 3Y | +170.9% | -36.4% | +207.4% | +181.1% |
| 5Y | +334.1% | -65.8% | +399.9% | +383.5% |
| 10Y | +1,275.6% | -5.8% | +1,281.4% | +980.0% |
| All | +993.4% | +17.0% | +976.4% | +624.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling