+53.6%
PANW vs BABA
-40.8%
+94.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.1% | +3.5% | -3.9% |
| 7D | +2.5% | -12.7% | +15.2% | +1.6% |
| 30D | -18.7% | -14.9% | -3.9% | -19.3% |
| 3M | -16.6% | -24.6% | +8.0% | -17.7% |
| 6M | +49.7% | -29.3% | +79.0% | +49.0% |
| YTD | +75.2% | -35.0% | +110.2% | +74.5% |
| 1Y | +53.6% | -39.7% | +93.3% | +54.4% |
| All | +53.6% | -40.8% | +94.5% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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