+62.2%
PANW vs PSX
+97.5%
-35.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.9% |
| 7D | -11.8% | -5.2% | -6.6% | -12.1% |
| 30D | -14.4% | -3.7% | -10.7% | -14.8% |
| 3M | -5.0% | +26.8% | -31.8% | -6.4% |
| 6M | +88.6% | +47.3% | +41.3% | +85.0% |
| YTD | +88.9% | +105.4% | -16.5% | +79.9% |
| 1Y | +62.2% | +96.9% | -34.7% | +52.2% |
| All | +62.2% | +97.5% | -35.3% | +52.2% |
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