+3,663.5%
PANW vs LII
+900.5%
+2,763.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | -10.3% | -0.7% | -9.6% | -10.1% |
| 30D | -8.1% | -12.6% | +4.5% | -4.1% |
| 3M | +19.3% | -24.4% | +43.8% | +29.1% |
| 6M | +110.2% | -28.7% | +138.9% | +129.5% |
| YTD | +80.9% | -19.1% | +100.1% | +87.5% |
| 1Y | +73.3% | -29.7% | +103.0% | +88.4% |
| 3Y | +174.6% | +4.8% | +169.8% | +150.8% |
| 5Y | +327.1% | +24.6% | +302.5% | +253.4% |
| 10Y | +1,277.3% | +169.2% | +1,108.1% | +688.0% |
| All | +3,663.5% | +900.5% | +2,763.1% | +1,376.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling