+161.2%
PANW vs O
+26.7%
+134.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | -2.9% | +2.1% | -1.0% |
| 30D | -14.6% | -4.5% | -10.0% | -14.9% |
| 3M | +18.3% | -2.6% | +20.9% | +18.0% |
| 6M | +100.5% | -5.6% | +106.1% | +99.9% |
| YTD | +79.5% | +9.3% | +70.2% | +77.1% |
| 1Y | +66.7% | +4.3% | +62.4% | +65.0% |
| 3Y | +161.2% | +27.4% | +133.8% | +159.6% |
| All | +161.2% | +26.7% | +134.5% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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