+171.6%
PANW vs IP
+25.8%
+145.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.1% |
| 7D | -10.3% | -5.3% | -5.0% | -9.6% |
| 30D | -8.1% | -10.9% | +2.7% | -6.7% |
| 3M | +19.3% | +11.2% | +8.2% | +16.6% |
| 6M | +110.2% | -10.2% | +120.4% | +112.4% |
| YTD | +80.9% | -2.0% | +82.9% | +79.3% |
| 1Y | +73.3% | -19.1% | +92.4% | +78.3% |
| All | +171.6% | +25.8% | +145.7% | +160.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling