+69.6%
PANW vs QLD
+40.7%
+29.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -12.2% |
| 3M | +28.6% | -0.1% | +28.7% | +27.6% |
| 6M | +103.0% | +32.6% | +70.4% | +77.5% |
| YTD | +81.9% | +27.9% | +54.0% | +61.4% |
| 1Y | +69.6% | +40.3% | +29.4% | +36.5% |
| All | +69.6% | +40.7% | +29.0% | +36.5% |
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