+161.2%
PANW vs PSX
+133.1%
+28.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -0.8% | +1.7% | -2.5% | -1.1% |
| 30D | -14.6% | +15.6% | -30.2% | -16.8% |
| 3M | +18.3% | +46.5% | -28.2% | +10.2% |
| 6M | +100.5% | +55.0% | +45.5% | +83.6% |
| YTD | +79.5% | +105.3% | -25.8% | +54.5% |
| 1Y | +66.7% | +101.6% | -34.9% | +43.6% |
| 3Y | +161.2% | +134.1% | +27.1% | +93.2% |
| All | +161.2% | +133.1% | +28.2% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling