+108.3%
PANW vs IBIT
+58.9%
+49.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.5% |
| 7D | -6.9% | +1.4% | -8.4% | -7.2% |
| 30D | -7.4% | +20.6% | -28.0% | -10.9% |
| 3M | +26.5% | +23.7% | +2.8% | +21.1% |
| 6M | +104.2% | +15.0% | +89.2% | +97.2% |
| YTD | +82.9% | -10.6% | +93.5% | +84.6% |
| 1Y | +70.7% | -30.3% | +101.0% | +79.7% |
| All | +108.3% | +58.9% | +49.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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