+152.1%
PANW vs ROIV
+357.5%
-205.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.1% |
| 7D | +2.7% | +1.7% | +1.0% | +2.3% |
| 30D | -14.1% | +17.6% | -31.7% | -17.3% |
| 3M | -18.6% | +9.0% | -27.6% | -20.6% |
| 6M | +41.5% | +35.3% | +6.2% | +30.5% |
| YTD | +74.9% | +82.2% | -7.2% | +48.7% |
| 1Y | +57.4% | +92.3% | -34.9% | +31.5% |
| 3Y | +152.1% | +336.8% | -184.7% | +68.2% |
| All | +152.1% | +357.5% | -205.4% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling