+62.2%
PANW vs ISRG
-11.6%
+73.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.4% | -10.0% | -2.0% |
| 7D | -11.8% | +8.5% | -20.3% | -12.9% |
| 30D | -14.4% | +18.6% | -33.0% | -16.6% |
| 3M | -5.0% | +30.9% | -35.9% | -8.8% |
| 6M | +88.6% | +6.6% | +82.0% | +89.2% |
| YTD | +88.9% | -14.9% | +103.8% | +105.7% |
| 1Y | +62.2% | -10.5% | +72.8% | +73.1% |
| All | +62.2% | -11.6% | +73.8% | +73.1% |
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