+462.3%
PANW vs RGTI
+54.2%
+408.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | -0.8% | +0.5% | -1.2% | -0.8% |
| 30D | -14.6% | -17.1% | +2.5% | -13.4% |
| 3M | +18.3% | -26.0% | +44.3% | +20.4% |
| 6M | +100.5% | -9.9% | +110.3% | +99.5% |
| YTD | +79.5% | -31.1% | +110.6% | +81.1% |
| 1Y | +66.7% | -8.5% | +75.2% | +62.8% |
| 3Y | +161.2% | +652.2% | -491.0% | +91.5% |
| 5Y | +322.2% | +56.8% | +265.4% | +255.0% |
| All | +462.3% | +54.2% | +408.1% | +343.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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