+1,670.7%
LITE vs PANW
+1,229.0%
+441.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.5% | +8.2% | +9.7% |
| 7D | +3.4% | -3.9% | +7.3% | +5.9% |
| 30D | -34.9% | -17.2% | -17.7% | -29.1% |
| 3M | -21.0% | -12.9% | -8.2% | -17.1% |
| 6M | -38.5% | +56.5% | -95.0% | -49.3% |
| YTD | +75.8% | +81.6% | -5.8% | +33.6% |
| 1Y | +156.7% | +53.2% | +103.5% | +110.0% |
| 3Y | +1,498.6% | +163.9% | +1,334.7% | +921.8% |
| 5Y | +610.9% | +295.1% | +315.8% | +258.2% |
| 10Y | +1,670.7% | +1,186.3% | +484.3% | +363.0% |
| All | +1,670.7% | +1,229.0% | +441.6% | +363.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling