+551.8%
LITE vs PANW
+69.5%
+482.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.2% |
| 7D | +13.6% | +2.0% | +11.6% | +13.1% |
| 30D | +21.6% | -13.0% | +34.5% | +25.4% |
| 3M | +20.3% | +28.6% | -8.3% | +14.7% |
| 6M | +54.4% | +103.0% | -48.6% | +43.7% |
| YTD | +168.3% | +81.9% | +86.4% | +169.7% |
| 1Y | +551.8% | +69.6% | +482.2% | +610.9% |
| All | +551.8% | +69.5% | +482.3% | +610.9% |
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