+3,722.6%
PANW vs IAG
+93.1%
+3,629.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.1% |
| 7D | +2.0% | -4.1% | +6.0% | +2.1% |
| 30D | -11.8% | +10.6% | -22.4% | -12.3% |
| 3M | +28.6% | +35.4% | -6.8% | +26.7% |
| 6M | +104.4% | -9.5% | +114.0% | +104.3% |
| YTD | +83.8% | +21.8% | +61.9% | +81.0% |
| 1Y | +71.5% | +84.1% | -12.6% | +65.9% |
| 3Y | +172.2% | +817.4% | -645.2% | +146.8% |
| 5Y | +332.2% | +830.1% | -497.9% | +285.8% |
| 10Y | +1,306.4% | +413.8% | +892.6% | +1,164.2% |
| All | +3,722.6% | +93.1% | +3,629.5% | +3,510.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 all: compounded portfolio wealth divided by compounded IAG 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…
all analysis · Full analysis span regression · 6 months rolling