+319.1%
DELL vs PANW
+74.0%
+245.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +14.9% | -10.3% | +25.2% | +20.4% |
| 30D | +13.3% | -8.1% | +21.4% | +16.8% |
| 3M | +24.4% | +19.3% | +5.1% | +8.6% |
| 6M | +258.0% | +110.2% | +147.8% | +162.6% |
| YTD | +320.2% | +80.9% | +239.3% | +226.4% |
| 1Y | +319.1% | +73.3% | +245.8% | +246.8% |
| All | +319.1% | +74.0% | +245.1% | +246.8% |
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 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