+62.2%
PANW vs IOT
+8.2%
+54.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.8% | -2.3% |
| 7D | -11.8% | -0.5% | -11.3% | -11.6% |
| 30D | -14.4% | +1.0% | -15.4% | -14.8% |
| 3M | -5.0% | +10.9% | -15.9% | -8.7% |
| 6M | +88.6% | +39.9% | +48.7% | +65.2% |
| YTD | +88.9% | +20.8% | +68.2% | +70.0% |
| 1Y | +62.2% | +10.6% | +51.7% | +46.4% |
| All | +62.2% | +8.2% | +54.1% | +46.4% |
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