+161.2%
PANW vs IJH
+49.7%
+111.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.9% |
| 7D | -0.8% | -1.9% | +1.1% | +0.7% |
| 30D | -14.6% | -4.6% | -9.9% | -11.3% |
| 3M | +18.3% | -1.2% | +19.4% | +19.6% |
| 6M | +100.5% | +9.4% | +91.1% | +86.8% |
| YTD | +79.5% | +13.3% | +66.2% | +61.7% |
| 1Y | +66.7% | +13.4% | +53.3% | +50.0% |
| 3Y | +161.2% | +50.4% | +110.8% | +94.2% |
| All | +161.2% | +49.7% | +111.5% | +94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling