+1,135.8%
PANW vs LIN
+424.2%
+711.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +2.7% | +2.1% | +0.6% | +1.7% |
| 30D | -14.1% | +6.8% | -20.8% | -16.7% |
| 3M | -18.6% | +10.4% | -29.0% | -22.4% |
| 6M | +41.5% | +3.2% | +38.3% | +38.5% |
| YTD | +74.9% | +24.6% | +50.4% | +55.1% |
| 1Y | +57.4% | +24.4% | +33.0% | +39.5% |
| 3Y | +152.1% | +36.7% | +115.4% | +111.4% |
| 5Y | +275.3% | +67.0% | +208.3% | +181.0% |
| All | +1,135.8% | +424.2% | +711.7% | +497.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling