+275.9%
PANW vs IOT
+54.4%
+221.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.2% |
| 7D | +2.0% | -0.8% | +2.8% | +2.2% |
| 30D | -11.8% | -4.7% | -7.1% | -10.5% |
| 3M | +28.6% | +17.8% | +10.8% | +22.3% |
| 6M | +104.4% | +16.8% | +87.6% | +94.3% |
| YTD | +83.8% | +8.4% | +75.3% | +76.4% |
| 1Y | +71.5% | -0.8% | +72.3% | +67.7% |
| 3Y | +172.2% | +25.7% | +146.4% | +139.5% |
| All | +275.9% | +54.4% | +221.5% | +180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling