+73.3%
PANW vs CART
+14.4%
+58.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | -10.3% | +1.0% | -11.4% | -10.5% |
| 30D | -8.1% | +12.6% | -20.7% | -10.4% |
| 3M | +19.3% | +23.1% | -3.8% | +13.7% |
| 6M | +110.2% | +39.5% | +70.6% | +93.3% |
| YTD | +80.9% | +13.5% | +67.4% | +69.3% |
| 1Y | +73.3% | +14.9% | +58.4% | +60.2% |
| All | +73.3% | +14.4% | +58.8% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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