+3,684.3%
PANW vs IBN
+430.6%
+3,253.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.1% |
| 7D | +2.0% | -5.1% | +7.1% | +3.3% |
| 30D | -13.0% | -3.5% | -9.4% | -12.3% |
| 3M | +28.6% | +11.3% | +17.3% | +25.1% |
| 6M | +103.0% | +4.4% | +98.5% | +100.2% |
| YTD | +81.9% | -1.8% | +83.7% | +81.9% |
| 1Y | +69.6% | -8.0% | +77.6% | +72.1% |
| 3Y | +169.4% | +27.1% | +142.4% | +150.0% |
| 5Y | +331.0% | +54.5% | +276.5% | +280.0% |
| 10Y | +1,292.3% | +314.2% | +978.1% | +839.6% |
| All | +3,684.3% | +430.6% | +3,253.7% | +2,458.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling