+1,009.8%
LITE vs PANW
+338.1%
+671.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.1% | +9.9% | +10.7% |
| 7D | +12.6% | -6.9% | +19.5% | +15.2% |
| 30D | +9.9% | -7.4% | +17.3% | +11.9% |
| 3M | +9.3% | +26.5% | -17.2% | -0.2% |
| 6M | +75.2% | +104.2% | -28.9% | +34.7% |
| YTD | +165.5% | +82.9% | +82.5% | +110.2% |
| 1Y | +555.0% | +70.7% | +484.3% | +434.7% |
| 3Y | +1,870.5% | +170.9% | +1,699.5% | +1,274.7% |
| 5Y | +1,009.8% | +334.1% | +675.7% | +541.1% |
| All | +1,009.8% | +338.1% | +671.7% | +541.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling