+73.3%
PANW vs IGV
-1.8%
+75.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +2.7% |
| 7D | -10.3% | -4.5% | -5.8% | -5.8% |
| 30D | -8.1% | +3.2% | -11.3% | -10.4% |
| 3M | +19.3% | +4.5% | +14.8% | +15.0% |
| 6M | +110.2% | +22.1% | +88.1% | +75.2% |
| YTD | +80.9% | -1.0% | +82.0% | +84.6% |
| 1Y | +73.3% | -2.1% | +75.4% | +80.7% |
| All | +73.3% | -1.8% | +75.1% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling