+273.2%
PANW vs IBB
+39.3%
+233.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +2.7% | -0.5% | +3.2% | +3.1% |
| 30D | -14.1% | +4.6% | -18.6% | -16.2% |
| 3M | -18.6% | +6.8% | -25.4% | -22.4% |
| 6M | +41.5% | +23.1% | +18.4% | +22.6% |
| YTD | +74.9% | +26.0% | +48.9% | +48.3% |
| 1Y | +57.4% | +30.4% | +27.0% | +30.1% |
| 3Y | +152.1% | +85.4% | +66.7% | +55.5% |
| All | +273.2% | +39.3% | +233.9% | +193.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling