+66.7%
PANW vs IR
-8.8%
+75.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -0.8% | -4.5% | +3.7% | -0.6% |
| 30D | -14.6% | -13.9% | -0.6% | -14.1% |
| 3M | +18.3% | -0.3% | +18.6% | +19.1% |
| 6M | +100.5% | -14.3% | +114.8% | +99.7% |
| YTD | +79.5% | -7.9% | +87.4% | +79.5% |
| 1Y | +66.7% | -9.9% | +76.6% | +70.1% |
| All | +66.7% | -8.8% | +75.5% | +70.1% |
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