+47.6%
PANW vs IJR
+19.0%
+28.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.8% | -5.8% | -7.3% |
| 7D | -17.3% | -3.2% | -14.1% | -15.5% |
| 30D | -25.1% | -1.0% | -24.1% | -24.2% |
| 3M | -13.2% | -7.4% | -5.9% | -9.1% |
| 6M | +71.0% | +0.2% | +70.8% | +73.2% |
| YTD | +70.8% | +15.3% | +55.5% | +60.4% |
| 1Y | +47.6% | +17.5% | +30.1% | +35.9% |
| All | +47.6% | +19.0% | +28.6% | +35.9% |
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