+3,444.2%
PANW vs IP
+103.3%
+3,340.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -14.2% | -5.1% | -9.2% | -13.0% |
| 30D | -22.6% | +8.5% | -31.1% | -24.4% |
| 3M | -12.7% | -13.8% | +1.1% | -9.6% |
| 6M | +70.9% | +5.7% | +65.1% | +65.8% |
| YTD | +70.4% | -9.1% | +79.5% | +70.0% |
| 1Y | +48.5% | -0.8% | +49.3% | +44.0% |
| 3Y | +164.8% | +14.8% | +150.0% | +136.8% |
| 5Y | +281.4% | -11.5% | +292.9% | +265.8% |
| 10Y | +1,172.3% | +27.9% | +1,144.4% | +873.4% |
| All | +3,444.2% | +103.3% | +3,340.9% | +2,437.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling