+69.6%
PANW vs IP
-23.5%
+93.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | -0.4% |
| 7D | +2.0% | -4.6% | +6.6% | +2.2% |
| 30D | -13.0% | -15.3% | +2.3% | -12.6% |
| 3M | +28.6% | +2.7% | +25.9% | +27.8% |
| 6M | +103.0% | -7.4% | +110.3% | +101.5% |
| YTD | +81.9% | -8.8% | +90.8% | +81.9% |
| 1Y | +69.6% | -22.4% | +92.1% | +70.8% |
| All | +69.6% | -23.5% | +93.1% | +70.8% |
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