+161.2%
PANW vs RIG
-31.7%
+192.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -2.2% |
| 7D | -0.8% | -3.1% | +2.3% | -0.5% |
| 30D | -14.6% | -0.5% | -14.0% | -14.6% |
| 3M | +18.3% | -6.0% | +24.3% | +18.7% |
| 6M | +100.5% | -10.1% | +110.6% | +101.5% |
| YTD | +79.5% | +37.3% | +42.2% | +73.7% |
| 1Y | +66.7% | +73.9% | -7.2% | +57.9% |
| 3Y | +161.2% | -30.2% | +191.4% | +155.9% |
| All | +161.2% | -31.7% | +192.9% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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