+164.8%
PANW vs CI
+4.5%
+160.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.5% |
| 7D | +2.0% | -1.1% | +3.1% | +1.9% |
| 30D | -13.0% | +0.5% | -13.4% | -12.9% |
| 3M | +28.6% | -5.2% | +33.8% | +28.5% |
| 6M | +103.0% | +4.3% | +98.6% | +103.1% |
| YTD | +81.9% | +2.8% | +79.1% | +82.1% |
| 1Y | +69.6% | -5.8% | +75.4% | +69.9% |
| All | +164.8% | +4.5% | +160.2% | +171.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling