+39.7%
GOOG vs PANW
+67.0%
-27.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +1.8% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | -2.0% | -14.6% | +12.6% | 0.0% |
| 3M | -5.9% | +18.3% | -24.1% | -8.3% |
| 6M | +8.9% | +100.5% | -91.6% | -3.3% |
| YTD | +7.1% | +79.5% | -72.4% | -0.8% |
| 1Y | +39.7% | +66.7% | -27.0% | +31.8% |
| All | +39.7% | +67.0% | -27.3% | +31.8% |
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