+273.2%
PANW vs ROIV
+380.3%
-107.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | 0.0% |
| 7D | +2.7% | +1.7% | +1.0% | +2.5% |
| 30D | -14.1% | +17.6% | -31.7% | -15.6% |
| 3M | -18.6% | +9.0% | -27.6% | -19.6% |
| 6M | +41.5% | +35.3% | +6.2% | +36.4% |
| YTD | +74.9% | +82.2% | -7.2% | +63.0% |
| 1Y | +57.4% | +92.3% | -34.9% | +45.8% |
| 3Y | +152.1% | +336.8% | -184.7% | +115.1% |
| All | +273.2% | +380.3% | -107.1% | +190.8% |
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