+3,705.5%
PANW vs IBB
+380.2%
+3,325.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.5% |
| 7D | -6.9% | -1.7% | -5.3% | -6.1% |
| 30D | -7.4% | +4.9% | -12.3% | -10.8% |
| 3M | +26.5% | +24.2% | +2.3% | +9.0% |
| 6M | +104.2% | +23.8% | +80.3% | +75.1% |
| YTD | +82.9% | +23.0% | +60.0% | +57.2% |
| 1Y | +70.7% | +46.2% | +24.6% | +30.4% |
| 3Y | +170.9% | +64.8% | +106.1% | +87.2% |
| 5Y | +334.1% | +20.9% | +313.2% | +266.0% |
| 10Y | +1,275.6% | +121.6% | +1,154.0% | +656.9% |
| All | +3,705.5% | +380.2% | +3,325.3% | +1,306.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling