+148.7%
EWY vs PANW
+320.3%
-171.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.3% | +5.6% | +3.7% |
| 7D | -0.1% | -0.8% | +0.7% | 0.0% |
| 30D | +7.3% | -14.6% | +21.9% | +10.1% |
| 3M | -5.1% | +18.3% | -23.4% | -8.7% |
| 6M | +42.1% | +100.5% | -58.4% | +24.7% |
| YTD | +94.1% | +79.5% | +14.6% | +73.1% |
| 1Y | +147.8% | +66.7% | +81.1% | +123.8% |
| 3Y | +222.9% | +161.2% | +61.7% | +159.5% |
| All | +148.7% | +320.3% | -171.6% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling