+232.7%
LITE vs PANW
+61.3%
+171.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.2% | -7.7% |
| 7D | -31.4% | -11.8% | -19.6% | -29.7% |
| 30D | -42.6% | -14.4% | -28.2% | -40.8% |
| 3M | -26.2% | -5.0% | -21.2% | -24.5% |
| 6M | -35.8% | +88.6% | -124.4% | -35.9% |
| YTD | +70.0% | +88.9% | -18.9% | +86.1% |
| 1Y | +232.7% | +62.2% | +170.5% | +344.6% |
| All | +232.7% | +61.3% | +171.4% | +344.6% |
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