+69.9%
PANW vs PLTU
+129.7%
-59.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +1.6% |
| 7D | +2.0% | -17.7% | +19.7% | +4.6% |
| 30D | -11.8% | -12.5% | +0.7% | -10.3% |
| 3M | +28.6% | +39.5% | -10.9% | +19.7% |
| 6M | +104.4% | -7.0% | +111.4% | +98.2% |
| YTD | +83.8% | -38.1% | +121.8% | +84.7% |
| 1Y | +71.5% | -36.0% | +107.5% | +69.2% |
| All | +69.9% | +129.7% | -59.8% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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