+73.3%
PANW vs PSX
+101.0%
-27.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -10.3% | +4.5% | -14.9% | -10.4% |
| 30D | -8.1% | +26.6% | -34.7% | -9.0% |
| 3M | +19.3% | +39.3% | -19.9% | +18.1% |
| 6M | +110.2% | +56.8% | +53.4% | +104.7% |
| YTD | +80.9% | +101.8% | -20.9% | +75.4% |
| 1Y | +73.3% | +99.6% | -26.4% | +68.3% |
| All | +73.3% | +101.0% | -27.8% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling