+73.3%
PANW vs IOT
+14.9%
+58.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.9% |
| 7D | -10.3% | -2.3% | -8.0% | -9.6% |
| 30D | -8.1% | +3.8% | -11.9% | -9.1% |
| 3M | +19.3% | +14.2% | +5.2% | +13.5% |
| 6M | +110.2% | +40.1% | +70.1% | +86.2% |
| YTD | +80.9% | +13.4% | +67.5% | +67.9% |
| 1Y | +73.3% | +12.2% | +61.1% | +62.2% |
| All | +73.3% | +14.9% | +58.4% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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