+1,292.3%
PANW vs QLD
+1,665.6%
-373.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +2.0% | +1.9% | +0.1% | +1.1% |
| 30D | -13.0% | -1.8% | -11.2% | -12.1% |
| 3M | +28.6% | -0.1% | +28.7% | +28.1% |
| 6M | +103.0% | +32.6% | +70.4% | +76.5% |
| YTD | +81.9% | +27.9% | +54.0% | +60.2% |
| 1Y | +69.6% | +40.3% | +29.4% | +42.7% |
| 3Y | +169.4% | +182.5% | -13.0% | +59.0% |
| 5Y | +331.0% | +122.5% | +208.5% | +166.0% |
| 10Y | +1,292.3% | +1,728.6% | -436.3% | +211.7% |
| All | +1,292.3% | +1,665.6% | -373.3% | +211.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded QLD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling