+521.0%
LITE vs PANW
+74.0%
+447.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.9% |
| 7D | -1.5% | -10.3% | +8.8% | +0.9% |
| 30D | +6.7% | -8.1% | +14.8% | +8.3% |
| 3M | -6.8% | +19.3% | -26.1% | -10.2% |
| 6M | +29.4% | +110.2% | -80.7% | +19.4% |
| YTD | +139.1% | +80.9% | +58.2% | +140.2% |
| 1Y | +521.0% | +73.3% | +447.7% | +550.5% |
| All | +521.0% | +74.0% | +447.0% | +550.5% |
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