+161.2%
PANW vs NVT
+190.9%
-29.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.6% | -7.0% | -3.5% |
| 7D | -0.8% | +4.1% | -4.9% | -1.9% |
| 30D | -14.6% | -5.1% | -9.4% | -13.6% |
| 3M | +18.3% | -1.2% | +19.5% | +17.4% |
| 6M | +100.5% | +46.6% | +53.9% | +76.0% |
| YTD | +79.5% | +60.0% | +19.5% | +51.7% |
| 1Y | +66.7% | +70.8% | -4.1% | +36.8% |
| 3Y | +161.2% | +187.5% | -26.3% | +72.9% |
| All | +161.2% | +190.9% | -29.7% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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