+1,248.2%
PANW vs IBN
+324.2%
+924.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.8% |
| 7D | -0.8% | -3.0% | +2.2% | -0.1% |
| 30D | -14.6% | -1.5% | -13.1% | -14.4% |
| 3M | +18.3% | +7.9% | +10.4% | +15.9% |
| 6M | +100.5% | +8.6% | +91.8% | +95.8% |
| YTD | +79.5% | -0.6% | +80.1% | +78.9% |
| 1Y | +66.7% | -7.3% | +74.0% | +68.9% |
| 3Y | +161.2% | +26.2% | +135.0% | +142.7% |
| 5Y | +322.2% | +57.8% | +264.4% | +270.1% |
| All | +1,248.2% | +324.2% | +924.0% | +924.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling