+57.4%
JNJ vs PANW
+74.0%
-16.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | +2.7% | -10.3% | +13.0% | +1.7% |
| 30D | +7.4% | -8.1% | +15.5% | +6.7% |
| 3M | +21.2% | +19.3% | +1.9% | +23.5% |
| 6M | +13.4% | +110.2% | -96.8% | +22.2% |
| YTD | +35.1% | +80.9% | -45.8% | +44.9% |
| 1Y | +57.4% | +73.3% | -15.8% | +70.9% |
| All | +57.4% | +74.0% | -16.6% | +70.9% |
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