+3,539.1%
PANW vs LII
+805.2%
+2,733.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.5% |
| 7D | +2.7% | +2.9% | -0.3% | +1.7% |
| 30D | -14.1% | +0.9% | -15.0% | -14.6% |
| 3M | -18.6% | -15.5% | -3.1% | -14.4% |
| 6M | +41.5% | -30.2% | +71.7% | +56.2% |
| YTD | +74.9% | -26.8% | +101.8% | +86.6% |
| 1Y | +57.4% | -25.3% | +82.6% | +66.3% |
| 3Y | +152.1% | -7.8% | +159.9% | +140.0% |
| 5Y | +275.3% | +17.0% | +258.3% | +215.9% |
| 10Y | +1,139.3% | +169.9% | +969.4% | +594.6% |
| All | +3,539.1% | +805.2% | +2,733.8% | +1,369.5% |
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