+62.2%
PANW vs IJH
+17.8%
+44.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -1.0% |
| 7D | -11.8% | +1.7% | -13.5% | -12.6% |
| 30D | -14.4% | +1.2% | -15.7% | -14.9% |
| 3M | -5.0% | -3.4% | -1.6% | -2.9% |
| 6M | +88.6% | +3.7% | +84.9% | +86.4% |
| YTD | +88.9% | +13.9% | +75.0% | +75.0% |
| 1Y | +62.2% | +17.4% | +44.8% | +45.4% |
| All | +62.2% | +17.8% | +44.4% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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