+73.3%
PANW vs IBKR
+45.1%
+28.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -10.3% | -3.3% | -7.0% | -9.3% |
| 30D | -8.1% | +4.5% | -12.6% | -9.5% |
| 3M | +19.3% | +6.5% | +12.9% | +16.6% |
| 6M | +110.2% | +34.2% | +76.0% | +91.9% |
| YTD | +80.9% | +44.5% | +36.5% | +61.8% |
| 1Y | +73.3% | +44.7% | +28.6% | +58.6% |
| All | +73.3% | +45.1% | +28.2% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 1y: compounded portfolio wealth divided by compounded IBKR 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…
1y analysis · Full analysis span regression · 6 months rolling