+316.7%
PANW vs ROKU
-52.4%
+369.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | -14.6% | +2.1% | -16.6% | -15.0% |
| 3M | +18.3% | +29.5% | -11.2% | +11.4% |
| 6M | +100.5% | +53.8% | +46.7% | +81.3% |
| YTD | +79.5% | +42.8% | +36.7% | +64.3% |
| 1Y | +66.7% | +60.7% | +6.0% | +48.4% |
| 3Y | +161.2% | +83.9% | +77.3% | +110.9% |
| All | +316.7% | -52.4% | +369.1% | +289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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