+156.7%
LITE vs PANW
+54.2%
+102.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.5% | +8.2% | +9.9% |
| 7D | +3.4% | -3.9% | +7.3% | +5.0% |
| 30D | -34.9% | -17.2% | -17.7% | -31.9% |
| 3M | -21.0% | -12.9% | -8.2% | -17.0% |
| 6M | -38.5% | +56.5% | -95.0% | -38.2% |
| YTD | +75.8% | +81.6% | -5.8% | +93.6% |
| 1Y | +156.7% | +53.2% | +103.5% | +257.2% |
| All | +156.7% | +54.2% | +102.5% | +257.2% |
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