+62.2%
PANW vs NRG
-50.8%
+113.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -13.5% | +12.9% | -1.7% |
| 7D | -11.8% | -13.7% | +1.9% | -12.7% |
| 30D | -14.4% | -13.6% | -0.9% | -15.2% |
| 3M | -5.0% | -28.5% | +23.5% | -7.2% |
| 6M | +88.6% | -45.8% | +134.3% | +81.1% |
| YTD | +88.9% | -46.9% | +135.9% | +79.5% |
| 1Y | +62.2% | -49.7% | +112.0% | +54.0% |
| All | +62.2% | -50.8% | +113.0% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling