+62.2%
PANW vs IAU
+2.6%
+59.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.6% |
| 7D | -11.8% | -0.3% | -11.5% | -11.7% |
| 30D | -14.4% | -1.9% | -12.6% | -14.4% |
| 3M | -5.0% | -0.4% | -4.6% | -5.2% |
| 6M | +88.6% | -10.1% | +98.7% | +87.4% |
| YTD | +88.9% | -5.9% | +94.9% | +82.3% |
| 1Y | +62.2% | +2.9% | +59.3% | +51.4% |
| All | +62.2% | +2.6% | +59.6% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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