+53.6%
PANW vs QLD
+10.8%
+42.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.2% |
| 7D | +2.5% | +12.5% | -10.0% | -3.3% |
| 30D | -18.7% | -15.7% | -3.0% | -12.2% |
| 3M | -16.6% | -11.9% | -4.7% | -11.8% |
| 6M | +49.7% | -10.3% | +59.9% | +55.0% |
| YTD | +75.2% | +15.6% | +59.6% | +63.2% |
| 1Y | +53.6% | +12.1% | +41.5% | +45.0% |
| All | +53.6% | +10.8% | +42.9% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling