+3,705.5%
PANW vs IOVA
-88.1%
+3,793.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.1% |
| 7D | -6.9% | +5.1% | -12.0% | -7.1% |
| 30D | -7.4% | +37.2% | -44.6% | -8.4% |
| 3M | +26.5% | +117.5% | -91.0% | +22.9% |
| 6M | +104.2% | +69.6% | +34.6% | +99.1% |
| YTD | +82.9% | +218.7% | -135.7% | +74.4% |
| 1Y | +70.7% | +265.5% | -194.8% | +61.6% |
| 3Y | +170.9% | +46.2% | +124.7% | +155.2% |
| 5Y | +334.1% | -63.2% | +397.4% | +317.8% |
| 10Y | +1,275.6% | +6.1% | +1,269.5% | +1,169.0% |
| All | +3,705.5% | -88.1% | +3,793.6% | +3,295.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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