+49.7%
PANW vs FIX
-43.2%
+92.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -3.1% |
| 7D | +2.5% | +17.0% | -14.5% | 0.0% |
| 30D | -18.7% | -30.6% | +11.9% | -15.4% |
| 3M | -16.6% | -35.0% | +18.4% | -12.4% |
| 6M | +49.7% | -44.0% | +93.6% | +52.8% |
| All | +49.7% | -43.2% | +92.9% | +52.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling