+1,248.2%
PANW vs ITOT
+303.4%
+944.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -3.2% |
| 7D | -0.8% | -0.9% | +0.1% | +0.1% |
| 30D | -14.6% | -1.5% | -13.1% | -13.2% |
| 3M | +18.3% | +3.6% | +14.7% | +14.4% |
| 6M | +100.5% | +13.7% | +86.8% | +76.0% |
| YTD | +79.5% | +12.9% | +66.6% | +58.6% |
| 1Y | +66.7% | +17.2% | +49.5% | +42.0% |
| 3Y | +161.2% | +75.6% | +85.6% | +48.3% |
| 5Y | +322.2% | +75.5% | +246.7% | +142.4% |
| All | +1,248.2% | +303.4% | +944.8% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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