+1,111.4%
PANW vs RACE
+639.5%
+471.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.1% | -2.5% |
| 7D | +2.5% | -4.0% | +6.5% | +4.2% |
| 30D | -18.7% | +3.5% | -22.3% | -19.9% |
| 3M | -16.6% | -0.4% | -16.2% | -16.8% |
| 6M | +49.7% | +23.2% | +26.5% | +36.5% |
| YTD | +75.2% | +11.0% | +64.2% | +64.8% |
| 1Y | +53.6% | -2.2% | +55.8% | +52.4% |
| 3Y | +154.6% | +22.5% | +132.0% | +117.7% |
| 5Y | +275.8% | +63.2% | +212.6% | +177.4% |
| 10Y | +1,140.9% | +704.3% | +436.6% | +403.8% |
| All | +1,111.4% | +639.5% | +471.9% | +369.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling