+164.8%
PANW vs IBB
+63.1%
+101.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | +2.0% | -3.9% | +5.9% | +3.7% |
| 30D | -13.0% | +2.7% | -15.7% | -14.4% |
| 3M | +28.6% | +21.4% | +7.3% | +17.0% |
| 6M | +103.0% | +20.1% | +82.9% | +84.8% |
| YTD | +81.9% | +21.9% | +60.1% | +64.0% |
| 1Y | +69.6% | +44.1% | +25.5% | +39.9% |
| All | +164.8% | +63.1% | +101.6% | +105.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling