+724.9%
DELL vs PANW
+164.6%
+560.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.3% | +14.3% | +12.9% |
| 7D | +8.2% | -0.8% | +9.0% | +8.4% |
| 30D | +17.1% | -14.6% | +31.7% | +23.6% |
| 3M | +45.2% | +18.3% | +26.9% | +32.8% |
| 6M | +286.8% | +100.5% | +186.3% | +196.3% |
| YTD | +354.8% | +79.5% | +275.3% | +260.6% |
| 1Y | +358.3% | +66.7% | +291.5% | +273.5% |
| 3Y | +724.9% | +161.2% | +563.7% | +483.6% |
| All | +724.9% | +164.6% | +560.3% | +483.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling