+55.4%
PANW vs IRE
-84.4%
+139.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +14.0% | -13.6% | +0.2% |
| 7D | -10.3% | +54.8% | -65.1% | -11.0% |
| 30D | -8.1% | +18.4% | -26.5% | -8.6% |
| 3M | +19.3% | -66.7% | +86.1% | +19.9% |
| 6M | +110.2% | -52.3% | +162.5% | +107.8% |
| YTD | +80.9% | -52.3% | +133.2% | +76.2% |
| All | +55.4% | -84.4% | +139.9% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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