+287.5%
PANW vs BITO
-8.3%
+295.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | -3.4% | +2.7% | -0.1% |
| 30D | -14.6% | +21.4% | -36.0% | -17.8% |
| 3M | +18.3% | +20.5% | -2.2% | +13.8% |
| 6M | +100.5% | +7.4% | +93.1% | +96.5% |
| YTD | +79.5% | -13.9% | +93.4% | +82.7% |
| 1Y | +66.7% | -35.1% | +101.8% | +78.3% |
| 3Y | +161.2% | +156.8% | +4.4% | +104.5% |
| All | +287.5% | -8.3% | +295.9% | +281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling