+316.7%
PANW vs NUE
+146.6%
+170.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.7% |
| 30D | -14.6% | -4.6% | -10.0% | -13.8% |
| 3M | +18.3% | -0.3% | +18.6% | +17.8% |
| 6M | +100.5% | +51.9% | +48.6% | +78.9% |
| YTD | +79.5% | +60.0% | +19.5% | +57.3% |
| 1Y | +66.7% | +82.9% | -16.2% | +40.4% |
| 3Y | +161.2% | +66.0% | +95.3% | +117.8% |
| All | +316.7% | +146.6% | +170.1% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling