+1,275.6%
PANW vs IP
+20.7%
+1,254.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.6% |
| 7D | -6.9% | +0.1% | -7.0% | -7.0% |
| 30D | -7.4% | -11.2% | +3.9% | -4.9% |
| 3M | +26.5% | +12.3% | +14.2% | +22.0% |
| 6M | +104.2% | -5.2% | +109.4% | +103.6% |
| YTD | +82.9% | -4.0% | +86.9% | +80.9% |
| 1Y | +70.7% | -19.2% | +89.9% | +75.8% |
| 3Y | +170.9% | +20.3% | +150.6% | +144.3% |
| 5Y | +334.1% | -17.5% | +351.6% | +329.6% |
| 10Y | +1,275.6% | +21.2% | +1,254.5% | +1,031.5% |
| All | +1,275.6% | +20.7% | +1,254.9% | +1,031.5% |
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