+181.9%
PANW vs NVD
-99.1%
+281.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | +10.8% | -11.6% | +0.8% |
| 30D | -14.6% | +0.8% | -15.3% | -14.0% |
| 3M | +18.3% | -20.8% | +39.1% | +15.9% |
| 6M | +100.5% | -41.2% | +141.6% | +91.1% |
| YTD | +79.5% | -44.2% | +123.7% | +70.9% |
| 1Y | +66.7% | -54.2% | +120.9% | +56.3% |
| 3Y | +161.2% | -99.1% | +260.4% | +42.8% |
| All | +181.9% | -99.1% | +281.1% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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