+3,634.0%
PANW vs PSLV
+91.0%
+3,543.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | -3.5% | +2.7% | -0.5% |
| 30D | -14.6% | -2.1% | -12.4% | -14.4% |
| 3M | +18.3% | -1.6% | +19.9% | +18.3% |
| 6M | +100.5% | -25.5% | +126.0% | +104.8% |
| YTD | +79.5% | -11.4% | +90.9% | +78.0% |
| 1Y | +66.7% | +48.6% | +18.1% | +55.9% |
| 3Y | +161.2% | +166.9% | -5.6% | +128.5% |
| 5Y | +322.2% | +152.4% | +169.8% | +268.5% |
| 10Y | +1,273.8% | +187.8% | +1,086.0% | +1,041.7% |
| All | +3,634.0% | +91.0% | +3,543.1% | +3,321.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 all: compounded portfolio wealth divided by compounded PSLV 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…
all analysis · Full analysis span regression · 6 months rolling