+3,684.3%
PANW vs PSX
+1,091.1%
+2,593.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +2.0% | +1.8% | +0.2% | +1.6% |
| 30D | -13.0% | +21.6% | -34.6% | -17.3% |
| 3M | +28.6% | +46.5% | -17.8% | +16.5% |
| 6M | +103.0% | +62.0% | +41.0% | +78.3% |
| YTD | +81.9% | +106.3% | -24.4% | +49.7% |
| 1Y | +69.6% | +103.0% | -33.3% | +39.7% |
| 3Y | +169.4% | +135.5% | +33.9% | +108.3% |
| 5Y | +331.0% | +368.5% | -37.5% | +167.7% |
| 10Y | +1,292.3% | +386.6% | +905.7% | +677.0% |
| All | +3,684.3% | +1,091.1% | +2,593.2% | +1,806.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling