+66.7%
PANW vs ISRG
-18.2%
+84.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.6% |
| 7D | -0.8% | +0.7% | -1.5% | -0.9% |
| 30D | -14.6% | -8.0% | -6.6% | -13.7% |
| 3M | +18.3% | -10.6% | +28.9% | +19.8% |
| 6M | +100.5% | -25.1% | +125.6% | +110.2% |
| YTD | +79.5% | -34.8% | +114.3% | +92.0% |
| 1Y | +66.7% | -19.0% | +85.7% | +75.9% |
| All | +66.7% | -18.2% | +84.9% | +75.9% |
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