+62.2%
PANW vs ESI
+27.8%
+34.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | 0.0% |
| 7D | -11.8% | -6.6% | -5.2% | -11.0% |
| 30D | -14.4% | -10.9% | -3.5% | -13.3% |
| 3M | -5.0% | -13.8% | +8.8% | -3.1% |
| 6M | +88.6% | -21.5% | +110.1% | +92.5% |
| YTD | +88.9% | +34.7% | +54.3% | +69.2% |
| 1Y | +62.2% | +24.9% | +37.3% | +47.9% |
| All | +62.2% | +27.8% | +34.4% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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