+62.2%
PANW vs IR
+11.7%
+50.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -11.8% | +11.6% | -23.3% | -11.8% |
| 30D | -14.4% | +7.2% | -21.6% | -14.4% |
| 3M | -5.0% | -5.9% | +0.9% | -4.8% |
| 6M | +88.6% | +11.5% | +77.1% | +88.8% |
| YTD | +88.9% | +6.3% | +82.6% | +90.7% |
| 1Y | +62.2% | +9.1% | +53.1% | +63.6% |
| All | +62.2% | +11.7% | +50.5% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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