+3,722.6%
PANW vs IT
+276.1%
+3,446.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | +2.0% | -12.7% | +14.7% | +7.1% |
| 30D | -11.8% | -8.9% | -2.9% | -9.0% |
| 3M | +28.6% | +10.1% | +18.5% | +20.4% |
| 6M | +104.4% | +7.3% | +97.2% | +92.4% |
| YTD | +83.8% | -32.4% | +116.1% | +106.1% |
| 1Y | +71.5% | -26.6% | +98.2% | +84.2% |
| 3Y | +172.2% | -51.8% | +224.0% | +238.8% |
| 5Y | +332.2% | -45.6% | +377.8% | +403.2% |
| 10Y | +1,306.4% | +92.4% | +1,214.0% | +762.0% |
| All | +3,722.6% | +276.1% | +3,446.5% | +1,874.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling