+57.7%
GEV vs PANW
+74.0%
-16.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +3.3% | -10.3% | +13.6% | +4.6% |
| 30D | -7.5% | -8.1% | +0.6% | -6.7% |
| 3M | -2.2% | +19.3% | -21.5% | -3.9% |
| 6M | +12.1% | +110.2% | -98.1% | +3.8% |
| YTD | +44.4% | +80.9% | -36.5% | +41.6% |
| 1Y | +57.7% | +73.3% | -15.6% | +65.6% |
| All | +57.7% | +74.0% | -16.3% | +65.6% |
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 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