+298.1%
PANW vs NXT
+173.5%
+124.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.5% |
| 7D | -0.8% | -1.9% | +1.1% | -0.6% |
| 30D | -14.6% | -20.0% | +5.5% | -12.7% |
| 3M | +18.3% | -30.7% | +49.0% | +22.0% |
| 6M | +100.5% | -29.0% | +129.4% | +105.3% |
| YTD | +79.5% | -4.8% | +84.4% | +77.7% |
| 1Y | +66.7% | +22.8% | +43.9% | +60.4% |
| 3Y | +161.2% | +93.9% | +67.3% | +134.7% |
| All | +298.1% | +173.5% | +124.6% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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