+3,543.8%
PANW vs LII
+795.1%
+2,748.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -3.3% |
| 7D | +2.5% | -0.2% | +2.7% | +2.6% |
| 30D | -18.7% | -0.6% | -18.1% | -18.9% |
| 3M | -16.6% | -17.0% | +0.4% | -11.8% |
| 6M | +49.7% | -31.1% | +80.8% | +65.9% |
| YTD | +75.2% | -27.7% | +102.8% | +87.5% |
| 1Y | +53.6% | -26.2% | +79.8% | +63.0% |
| 3Y | +154.6% | -9.6% | +164.2% | +144.1% |
| 5Y | +275.8% | +15.7% | +260.1% | +217.5% |
| 10Y | +1,140.9% | +166.9% | +974.1% | +598.2% |
| All | +3,543.8% | +795.1% | +2,748.7% | +1,377.0% |
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