+1,412.6%
PANW vs IJH
+181.9%
+1,230.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +13.8% |
| 7D | +12.2% | -2.7% | +14.9% | +14.5% |
| 30D | -2.7% | -6.2% | +3.5% | +2.1% |
| 3M | +33.7% | -2.7% | +36.4% | +36.7% |
| 6M | +123.9% | +10.8% | +113.1% | +106.7% |
| YTD | +103.0% | +12.3% | +90.7% | +84.7% |
| 1Y | +90.5% | +13.6% | +76.9% | +71.7% |
| 3Y | +204.2% | +48.2% | +156.1% | +122.7% |
| 5Y | +362.8% | +48.4% | +314.4% | +238.3% |
| 10Y | +1,412.6% | +182.8% | +1,229.8% | +554.1% |
| All | +1,412.6% | +181.9% | +1,230.7% | +554.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling