+56.3%
PANW vs IRE
-84.0%
+140.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.8% | +6.2% | -0.4% |
| 7D | +2.0% | +29.0% | -27.0% | +1.6% |
| 30D | -13.0% | +24.2% | -37.2% | -13.4% |
| 3M | +28.6% | -53.2% | +81.8% | +28.8% |
| 6M | +103.0% | -36.0% | +139.0% | +99.6% |
| YTD | +81.9% | -51.0% | +132.9% | +77.1% |
| All | +56.3% | -84.0% | +140.3% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling