+1,310.1%
PANW vs ROKU
+880.6%
+429.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.9% |
| 3M | +18.3% | +29.5% | -11.2% | +13.0% |
| 6M | +100.5% | +53.8% | +46.7% | +85.8% |
| YTD | +79.5% | +42.8% | +36.7% | +67.9% |
| 1Y | +66.7% | +60.7% | +6.0% | +52.7% |
| 3Y | +161.2% | +83.9% | +77.3% | +123.2% |
| 5Y | +322.2% | -52.8% | +375.0% | +300.7% |
| All | +1,310.1% | +880.6% | +429.6% | +1,109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling