+3,634.0%
PANW vs NUE
+864.3%
+2,769.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -14.6% | -4.6% | -10.0% | -13.7% |
| 3M | +18.3% | -0.3% | +18.6% | +17.6% |
| 6M | +100.5% | +51.9% | +48.6% | +76.7% |
| YTD | +79.5% | +60.0% | +19.5% | +55.2% |
| 1Y | +66.7% | +82.9% | -16.2% | +38.1% |
| 3Y | +161.2% | +66.0% | +95.3% | +116.0% |
| 5Y | +322.2% | +149.0% | +173.2% | +198.2% |
| 10Y | +1,273.8% | +588.3% | +685.5% | +512.5% |
| All | +3,634.0% | +864.3% | +2,769.7% | +1,422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling