+331.0%
PANW vs ROIV
+319.8%
+11.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | +2.0% | +22.3% | -20.3% | 0.0% |
| 30D | -13.0% | +16.9% | -29.8% | -14.3% |
| 3M | +28.6% | +43.9% | -15.3% | +24.2% |
| 6M | +103.0% | +41.6% | +61.4% | +95.9% |
| YTD | +81.9% | +92.7% | -10.8% | +70.5% |
| 1Y | +69.6% | +210.2% | -140.5% | +52.5% |
| 3Y | +169.4% | +231.8% | -62.4% | +138.0% |
| 5Y | +331.0% | +319.8% | +11.2% | +257.1% |
| All | +331.0% | +319.8% | +11.2% | +257.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling