+143.3%
DELL vs PANW
+61.3%
+82.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.2% | -8.6% |
| 7D | -24.6% | -11.8% | -12.8% | -20.6% |
| 30D | -32.5% | -14.4% | -18.0% | -28.1% |
| 3M | -20.2% | -5.0% | -15.2% | -18.8% |
| 6M | +76.5% | +88.6% | -12.1% | +38.0% |
| YTD | +198.9% | +88.9% | +110.0% | +131.3% |
| 1Y | +143.3% | +62.2% | +81.1% | +91.7% |
| All | +143.3% | +61.3% | +82.0% | +91.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling