+47.6%
PANW vs BITO
-28.7%
+76.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -5.1% | -4.5% | -8.2% |
| 7D | -17.3% | -5.9% | -11.4% | -15.8% |
| 30D | -25.1% | -11.5% | -13.5% | -22.6% |
| 3M | -13.2% | +15.6% | -28.9% | -16.2% |
| 6M | +71.0% | -8.9% | +79.9% | +74.8% |
| YTD | +70.8% | -15.9% | +86.7% | +75.0% |
| 1Y | +47.6% | -29.5% | +77.1% | +58.8% |
| All | +47.6% | -28.7% | +76.3% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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