+73.3%
PANW vs IJR
+25.5%
+47.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -10.3% | -0.2% | -10.2% | -10.2% |
| 30D | -8.1% | -2.4% | -5.7% | -6.8% |
| 3M | +19.3% | +3.9% | +15.4% | +17.7% |
| 6M | +110.2% | +12.4% | +97.8% | +98.9% |
| YTD | +80.9% | +21.5% | +59.4% | +64.2% |
| 1Y | +73.3% | +24.0% | +49.3% | +55.8% |
| All | +73.3% | +25.5% | +47.8% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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