+3,636.8%
PANW vs IP
+109.2%
+3,527.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.9% | +2.5% | +4.7% |
| 7D | -5.9% | -3.0% | -2.9% | -5.1% |
| 30D | -21.0% | +10.6% | -31.6% | -23.2% |
| 3M | -9.1% | -13.6% | +4.5% | -5.9% |
| 6M | +59.2% | +10.4% | +48.8% | +52.8% |
| YTD | +79.6% | -6.5% | +86.1% | +78.0% |
| 1Y | +55.9% | -2.1% | +58.0% | +52.1% |
| 3Y | +172.8% | +22.0% | +150.8% | +139.7% |
| 5Y | +287.5% | -9.7% | +297.2% | +270.0% |
| 10Y | +1,148.5% | +26.8% | +1,121.7% | +862.9% |
| All | +3,636.8% | +109.2% | +3,527.6% | +2,556.2% |
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