+1,248.2%
PANW vs RACE
+844.0%
+404.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.8% |
| 7D | -0.8% | +0.9% | -1.7% | -1.2% |
| 30D | -14.6% | +1.6% | -16.2% | -15.2% |
| 3M | +18.3% | +13.2% | +5.1% | +11.8% |
| 6M | +100.5% | +22.9% | +77.6% | +82.1% |
| YTD | +79.5% | +13.3% | +66.2% | +67.5% |
| 1Y | +66.7% | -12.7% | +79.4% | +72.5% |
| 3Y | +161.2% | +40.3% | +121.0% | +106.9% |
| 5Y | +322.2% | +96.5% | +225.7% | +180.9% |
| All | +1,248.2% | +844.0% | +404.3% | +381.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling