+1,248.2%
PANW vs INDA
+84.7%
+1,163.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.8% |
| 7D | -0.8% | -2.7% | +1.9% | +0.6% |
| 30D | -14.6% | -2.8% | -11.8% | -13.4% |
| 3M | +18.3% | +1.6% | +16.7% | +17.1% |
| 6M | +100.5% | -1.4% | +101.9% | +101.2% |
| YTD | +79.5% | -10.1% | +89.6% | +88.8% |
| 1Y | +66.7% | -8.8% | +75.5% | +73.9% |
| 3Y | +161.2% | +7.6% | +153.6% | +150.2% |
| 5Y | +322.2% | +5.8% | +316.4% | +306.8% |
| All | +1,248.2% | +84.7% | +1,163.5% | +943.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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