+3,634.0%
PANW vs INDA
+152.2%
+3,481.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.8% |
| 7D | -0.8% | -2.7% | +1.9% | +0.5% |
| 30D | -14.6% | -2.8% | -11.8% | -13.5% |
| 3M | +18.3% | +1.6% | +16.7% | +17.2% |
| 6M | +100.5% | -1.4% | +101.9% | +101.2% |
| YTD | +79.5% | -10.1% | +89.6% | +88.3% |
| 1Y | +66.7% | -8.8% | +75.5% | +73.5% |
| 3Y | +161.2% | +7.6% | +153.6% | +150.9% |
| 5Y | +322.2% | +5.8% | +316.4% | +308.6% |
| 10Y | +1,273.8% | +84.0% | +1,189.8% | +907.1% |
| All | +3,634.0% | +152.2% | +3,481.9% | +2,428.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling