+264.0%
PANW vs IP
-12.0%
+276.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -14.2% | -5.1% | -9.2% | -13.4% |
| 30D | -22.6% | +8.5% | -31.1% | -23.9% |
| 3M | -12.7% | -13.8% | +1.1% | -10.5% |
| 6M | +70.9% | +5.7% | +65.1% | +67.0% |
| YTD | +70.4% | -9.1% | +79.5% | +70.3% |
| 1Y | +48.5% | -0.8% | +49.3% | +45.0% |
| 3Y | +164.8% | +14.8% | +150.0% | +142.2% |
| All | +264.0% | -12.0% | +276.0% | +247.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling