+161.2%
PANW vs NU
+107.4%
+53.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.3% | -1.6% |
| 7D | -0.8% | -4.9% | +4.1% | +0.5% |
| 30D | -14.6% | +7.8% | -22.4% | -16.8% |
| 3M | +18.3% | +20.9% | -2.6% | +11.5% |
| 6M | +100.5% | +0.9% | +99.6% | +97.3% |
| YTD | +79.5% | -12.7% | +92.2% | +82.8% |
| 1Y | +66.7% | -6.4% | +73.1% | +65.3% |
| 3Y | +161.2% | +98.1% | +63.1% | +85.5% |
| All | +161.2% | +107.4% | +53.9% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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