+1,137.4%
PANW vs IP
+19.1%
+1,118.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -3.1% |
| 7D | +2.5% | -0.9% | +3.4% | +2.8% |
| 30D | -18.7% | +6.7% | -25.4% | -20.1% |
| 3M | -16.6% | -16.6% | -0.1% | -13.4% |
| 6M | +49.7% | +6.0% | +43.7% | +45.8% |
| YTD | +75.2% | -10.7% | +85.8% | +75.7% |
| 1Y | +53.6% | -6.7% | +60.3% | +52.1% |
| 3Y | +154.6% | +17.1% | +137.4% | +129.8% |
| 5Y | +275.8% | -14.6% | +290.3% | +266.8% |
| All | +1,137.4% | +19.1% | +1,118.3% | +934.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling