+3,722.6%
PANW vs IEF
+13.9%
+3,708.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +0.7% |
| 7D | +2.0% | -1.2% | +3.2% | +1.5% |
| 30D | -11.8% | -1.5% | -10.3% | -12.3% |
| 3M | +28.6% | -1.7% | +30.3% | +27.8% |
| 6M | +104.4% | -3.5% | +107.9% | +101.4% |
| YTD | +83.8% | -2.6% | +86.4% | +81.8% |
| 1Y | +71.5% | -2.4% | +73.9% | +69.9% |
| 3Y | +172.2% | +8.9% | +163.2% | +182.4% |
| 5Y | +332.2% | -9.2% | +341.5% | +283.3% |
| 10Y | +1,306.4% | +3.9% | +1,302.5% | +1,345.0% |
| All | +3,722.6% | +13.9% | +3,708.7% | +4,323.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling