+161.2%
PANW vs OTIS
-12.3%
+173.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.5% |
| 7D | -0.8% | -3.0% | +2.2% | -0.5% |
| 30D | -14.6% | -6.0% | -8.5% | -14.1% |
| 3M | +18.3% | -0.9% | +19.2% | +18.1% |
| 6M | +100.5% | -17.3% | +117.8% | +105.7% |
| YTD | +79.5% | -19.6% | +99.1% | +84.4% |
| 1Y | +66.7% | -21.0% | +87.7% | +71.9% |
| 3Y | +161.2% | -12.1% | +173.3% | +147.2% |
| All | +161.2% | -12.3% | +173.5% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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