+331.0%
PANW vs LII
+21.2%
+309.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | +0.2% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | -13.0% | -11.2% | -1.7% | -9.7% |
| 3M | +28.6% | -28.8% | +57.4% | +41.4% |
| 6M | +103.0% | -26.9% | +129.9% | +118.5% |
| YTD | +81.9% | -22.2% | +104.1% | +89.6% |
| 1Y | +69.6% | -32.0% | +101.6% | +86.0% |
| 3Y | +169.4% | -0.4% | +169.9% | +142.9% |
| 5Y | +331.0% | +22.4% | +308.6% | +224.9% |
| All | +331.0% | +21.2% | +309.8% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling