+5,083.9%
LITE vs PANW
+925.9%
+4,157.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.9% |
| 7D | -1.5% | -10.3% | +8.8% | +2.1% |
| 30D | +6.7% | -8.1% | +14.8% | +8.8% |
| 3M | -6.8% | +19.3% | -26.1% | -13.2% |
| 6M | +29.4% | +110.2% | -80.7% | -2.7% |
| YTD | +139.1% | +80.9% | +58.2% | +87.8% |
| 1Y | +521.0% | +73.3% | +447.7% | +397.5% |
| 3Y | +1,535.3% | +174.6% | +1,360.7% | +993.2% |
| 5Y | +889.8% | +327.1% | +562.8% | +438.9% |
| 10Y | +2,400.7% | +1,277.3% | +1,123.4% | +787.2% |
| All | +5,083.9% | +925.9% | +4,157.9% | +1,701.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling