+71.5%
PANW vs ROIV
+203.5%
-131.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.4% |
| 7D | +2.0% | +19.0% | -17.0% | -1.2% |
| 30D | -11.8% | +16.1% | -27.9% | -14.1% |
| 3M | +28.6% | +44.1% | -15.5% | +21.2% |
| 6M | +104.4% | +37.8% | +66.6% | +92.4% |
| YTD | +83.8% | +88.7% | -4.9% | +63.1% |
| 1Y | +71.5% | +197.3% | -125.8% | +43.9% |
| All | +71.5% | +203.5% | -131.9% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling