+62.2%
PANW vs CI
+21.2%
+41.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | +0.3% |
| 7D | -11.8% | +3.5% | -15.3% | -10.9% |
| 30D | -14.4% | +12.6% | -27.0% | -12.0% |
| 3M | -5.0% | +12.1% | -17.1% | -2.1% |
| 6M | +88.6% | +10.6% | +78.0% | +93.2% |
| YTD | +88.9% | +12.8% | +76.1% | +94.8% |
| 1Y | +62.2% | +18.0% | +44.2% | +67.6% |
| All | +62.2% | +21.2% | +41.0% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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