+57.4%
PANW vs IVV
+12.1%
+45.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +2.7% | +2.6% | +0.1% | -0.7% |
| 30D | -14.1% | -2.0% | -12.1% | -11.4% |
| 3M | -18.6% | -2.8% | -15.9% | -15.1% |
| 6M | +41.5% | +2.2% | +39.3% | +39.1% |
| YTD | +74.9% | +11.5% | +63.4% | +57.0% |
| 1Y | +57.4% | +13.5% | +43.9% | +37.5% |
| All | +57.4% | +12.1% | +45.3% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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