+1,248.2%
PANW vs IT
+103.1%
+1,145.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.3% | -7.6% | -4.1% |
| 7D | -0.8% | -3.7% | +2.9% | +0.3% |
| 30D | -14.6% | +0.1% | -14.6% | -14.9% |
| 3M | +18.3% | +20.7% | -2.4% | +7.8% |
| 6M | +100.5% | +12.0% | +88.5% | +86.7% |
| YTD | +79.5% | -28.8% | +108.3% | +96.6% |
| 1Y | +66.7% | -25.5% | +92.2% | +77.9% |
| 3Y | +161.2% | -48.8% | +210.0% | +215.5% |
| 5Y | +322.2% | -42.7% | +364.9% | +380.0% |
| All | +1,248.2% | +103.1% | +1,145.1% | +913.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling