+3,684.3%
PANW vs IAU
+169.3%
+3,515.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | +2.0% | +0.2% | +1.8% | +2.0% |
| 30D | -13.0% | +0.2% | -13.2% | -13.0% |
| 3M | +28.6% | +3.3% | +25.4% | +28.5% |
| 6M | +103.0% | -14.6% | +117.5% | +103.0% |
| YTD | +81.9% | +1.9% | +80.0% | +81.6% |
| 1Y | +69.6% | +20.9% | +48.8% | +68.8% |
| 3Y | +169.4% | +127.5% | +42.0% | +167.1% |
| 5Y | +331.0% | +141.9% | +189.1% | +324.9% |
| 10Y | +1,292.3% | +222.8% | +1,069.5% | +1,327.7% |
| All | +3,684.3% | +169.3% | +3,515.0% | +3,865.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling