+167.4%
PANW vs IBN
+25.1%
+142.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +2.0% | -5.5% | +7.4% | +3.1% |
| 30D | -11.8% | -3.4% | -8.4% | -11.3% |
| 3M | +28.6% | +8.7% | +19.9% | +26.2% |
| 6M | +104.4% | +3.7% | +100.7% | +102.1% |
| YTD | +83.8% | -2.4% | +86.1% | +83.7% |
| 1Y | +71.5% | -8.1% | +79.6% | +73.5% |
| All | +167.4% | +25.1% | +142.3% | +160.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling