+73.3%
PANW vs IBB
+51.5%
+21.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -10.3% | +1.4% | -11.7% | -10.7% |
| 30D | -8.1% | +10.5% | -18.6% | -10.9% |
| 3M | +19.3% | +23.6% | -4.3% | +11.6% |
| 6M | +110.2% | +22.6% | +87.6% | +95.8% |
| YTD | +80.9% | +25.7% | +55.2% | +66.1% |
| 1Y | +73.3% | +51.4% | +21.9% | +47.7% |
| All | +73.3% | +51.5% | +21.8% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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