+332.2%
PANW vs IBB
+17.1%
+315.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.8% |
| 7D | +2.0% | -5.2% | +7.2% | +5.2% |
| 30D | -11.8% | +1.5% | -13.3% | -13.2% |
| 3M | +28.6% | +22.1% | +6.5% | +12.5% |
| 6M | +104.4% | +17.7% | +86.7% | +82.0% |
| YTD | +83.8% | +20.2% | +63.6% | +60.9% |
| 1Y | +71.5% | +44.4% | +27.1% | +32.1% |
| 3Y | +172.2% | +61.1% | +111.1% | +88.8% |
| 5Y | +332.2% | +18.5% | +313.7% | +239.2% |
| All | +332.2% | +17.1% | +315.1% | +239.2% |
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