+1,636.1%
PANW vs IR
+282.2%
+1,354.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.8% | +1.6% |
| 7D | -6.9% | +0.6% | -7.6% | -7.1% |
| 30D | -7.4% | -13.6% | +6.2% | -3.2% |
| 3M | +26.5% | +3.7% | +22.8% | +24.7% |
| 6M | +104.2% | -13.1% | +117.2% | +111.0% |
| YTD | +82.9% | -5.1% | +88.1% | +82.6% |
| 1Y | +70.7% | -6.5% | +77.2% | +70.6% |
| 3Y | +170.9% | +8.5% | +162.4% | +153.6% |
| 5Y | +334.1% | +43.3% | +290.8% | +267.4% |
| All | +1,636.1% | +282.2% | +1,354.0% | +1,076.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling