+73.3%
PANW vs DUK
+1.8%
+71.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | -0.3% |
| 7D | -10.3% | 0.0% | -10.3% | -10.3% |
| 30D | -8.1% | -1.7% | -6.4% | -9.0% |
| 3M | +19.3% | -0.4% | +19.8% | +19.4% |
| 6M | +110.2% | -7.2% | +117.4% | +105.4% |
| YTD | +80.9% | +5.3% | +75.7% | +88.8% |
| 1Y | +73.3% | +3.0% | +70.3% | +81.8% |
| All | +73.3% | +1.8% | +71.4% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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