+73.3%
PANW vs ISRG
-16.8%
+90.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | -10.3% | -1.6% | -8.7% | -10.1% |
| 30D | -8.1% | -2.3% | -5.8% | -7.7% |
| 3M | +19.3% | -12.4% | +31.8% | +21.2% |
| 6M | +110.2% | -26.8% | +137.0% | +121.4% |
| YTD | +80.9% | -35.3% | +116.2% | +93.8% |
| 1Y | +73.3% | -19.3% | +92.6% | +83.0% |
| All | +73.3% | -16.8% | +90.0% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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