+161.2%
PANW vs IOT
+23.8%
+137.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -0.8% | -4.5% | +3.7% | +0.6% |
| 30D | -14.6% | -2.4% | -12.1% | -13.7% |
| 3M | +18.3% | +19.0% | -0.7% | +11.7% |
| 6M | +100.5% | +19.6% | +80.8% | +88.4% |
| YTD | +79.5% | +8.3% | +71.2% | +71.5% |
| 1Y | +66.7% | -0.8% | +67.5% | +62.2% |
| 3Y | +161.2% | +24.4% | +136.8% | +149.6% |
| All | +161.2% | +23.8% | +137.4% | +149.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling