+62.2%
PANW vs IP
+2.3%
+60.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.6% |
| 7D | -11.8% | +3.4% | -15.2% | -11.8% |
| 30D | -14.4% | +11.2% | -25.7% | -14.6% |
| 3M | -5.0% | -14.8% | +9.8% | -4.6% |
| 6M | +88.6% | +17.3% | +71.3% | +86.8% |
| YTD | +88.9% | -6.2% | +95.1% | +88.8% |
| 1Y | +62.2% | +2.3% | +59.9% | +57.9% |
| All | +62.2% | +2.3% | +60.0% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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