+170.9%
PANW vs QLD
+185.1%
-14.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -6.9% | +3.0% | -9.9% | -8.3% |
| 30D | -7.4% | -1.8% | -5.6% | -6.5% |
| 3M | +26.5% | -1.8% | +28.3% | +26.9% |
| 6M | +104.2% | +36.9% | +67.3% | +72.8% |
| YTD | +82.9% | +28.7% | +54.3% | +59.1% |
| 1Y | +70.7% | +41.9% | +28.8% | +40.8% |
| 3Y | +170.9% | +184.2% | -13.3% | +42.9% |
| All | +170.9% | +185.1% | -14.1% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling