+161.2%
PANW vs NI
+68.9%
+92.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -14.6% | -1.4% | -13.2% | -14.5% |
| 3M | +18.3% | -10.6% | +28.9% | +19.4% |
| 6M | +100.5% | -9.3% | +109.8% | +101.3% |
| YTD | +79.5% | +1.1% | +78.4% | +76.4% |
| 1Y | +66.7% | +3.4% | +63.3% | +63.1% |
| 3Y | +161.2% | +67.9% | +93.4% | +150.7% |
| All | +161.2% | +68.9% | +92.3% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling