+104.4%
PANW vs IEF
-3.8%
+108.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.5% |
| 7D | +2.0% | -1.2% | +3.2% | +4.3% |
| 30D | -11.8% | -1.5% | -10.3% | -9.3% |
| 3M | +28.6% | -1.7% | +30.3% | +33.1% |
| 6M | +104.4% | -3.5% | +107.9% | +119.2% |
| All | +104.4% | -3.8% | +108.2% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 6mo: compounded portfolio wealth divided by compounded IEF 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…
6mo analysis · Full analysis span regression · 6 months rolling