+62.2%
PANW vs FIX
+14.3%
+48.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -15.1% | +14.5% | +0.2% |
| 7D | -11.8% | -18.9% | +7.1% | -10.8% |
| 30D | -14.4% | -36.3% | +21.9% | -12.3% |
| 3M | -5.0% | -38.5% | +33.5% | -2.4% |
| 6M | +88.6% | -42.3% | +130.8% | +92.2% |
| YTD | +88.9% | +17.1% | +71.8% | +78.2% |
| 1Y | +62.2% | +14.4% | +47.8% | +52.2% |
| All | +62.2% | +14.3% | +48.0% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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