+62.2%
PANW vs IBB
+42.2%
+20.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.1% |
| 7D | -11.8% | +2.2% | -14.0% | -12.1% |
| 30D | -14.4% | +6.3% | -20.8% | -15.5% |
| 3M | -5.0% | +16.3% | -21.3% | -8.8% |
| 6M | +88.6% | +30.0% | +58.6% | +75.1% |
| YTD | +88.9% | +31.1% | +57.8% | +72.5% |
| 1Y | +62.2% | +42.0% | +20.3% | +39.8% |
| All | +62.2% | +42.2% | +20.0% | +39.8% |
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