+62.2%
PANW vs EXR
+28.1%
+34.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -0.1% |
| 7D | -11.8% | +11.3% | -23.0% | -10.3% |
| 30D | -14.4% | +21.2% | -35.6% | -12.1% |
| 3M | -5.0% | +8.7% | -13.7% | -3.6% |
| 6M | +88.6% | +18.2% | +70.4% | +92.0% |
| YTD | +88.9% | +27.9% | +61.0% | +89.9% |
| 1Y | +62.2% | +28.3% | +33.9% | +63.2% |
| All | +62.2% | +28.1% | +34.2% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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