+1,151.2%
PANW vs RACE
+647.6%
+503.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.2% |
| 7D | -10.3% | -2.5% | -7.8% | -9.4% |
| 30D | -8.1% | +0.8% | -8.9% | -8.5% |
| 3M | +19.3% | +17.2% | +2.2% | +11.5% |
| 6M | +110.2% | +13.6% | +96.6% | +97.8% |
| YTD | +80.9% | +12.2% | +68.7% | +70.0% |
| 1Y | +73.3% | -16.3% | +89.5% | +82.2% |
| 3Y | +174.6% | +36.4% | +138.2% | +123.9% |
| 5Y | +327.1% | +95.0% | +232.1% | +194.0% |
| 10Y | +1,277.3% | +813.2% | +464.1% | +438.8% |
| All | +1,151.2% | +647.6% | +503.6% | +384.7% |
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