+1,321.5%
CAT vs PANW
+3,525.7%
-2,204.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | +1.7% | -10.3% | +12.0% | +3.3% |
| 30D | -6.6% | -8.1% | +1.5% | -5.6% |
| 3M | -13.3% | +19.3% | -32.6% | -16.1% |
| 6M | +11.6% | +110.2% | -98.6% | -2.2% |
| YTD | +42.9% | +80.9% | -38.0% | +28.1% |
| 1Y | +95.4% | +73.3% | +22.2% | +76.1% |
| 3Y | +196.6% | +174.6% | +22.0% | +141.9% |
| 5Y | +321.7% | +327.1% | -5.4% | +210.9% |
| 10Y | +1,140.8% | +1,277.3% | -136.5% | +630.9% |
| All | +1,321.5% | +3,525.7% | -2,204.2% | +669.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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