+62.2%
PANW vs BOXX
+4.1%
+58.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -11.8% | +0.1% | -11.9% | -12.0% |
| 30D | -14.4% | +0.4% | -14.8% | -15.2% |
| 3M | -5.0% | +1.0% | -6.0% | -7.9% |
| 6M | +88.6% | +2.0% | +86.6% | +67.5% |
| YTD | +88.9% | +3.3% | +85.7% | +37.4% |
| 1Y | +62.2% | +4.1% | +58.2% | +2.3% |
| All | +62.2% | +4.1% | +58.2% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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