+1,248.2%
PANW vs RTX
+286.0%
+962.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -0.8% | -1.5% | +0.8% | -0.3% |
| 30D | -14.6% | -11.0% | -3.6% | -11.1% |
| 3M | +18.3% | +7.7% | +10.6% | +14.9% |
| 6M | +100.5% | -3.9% | +104.4% | +102.0% |
| YTD | +79.5% | +9.0% | +70.6% | +71.9% |
| 1Y | +66.7% | +27.3% | +39.5% | +50.3% |
| 3Y | +161.2% | +172.9% | -11.7% | +74.9% |
| 5Y | +322.2% | +165.2% | +157.0% | +184.2% |
| All | +1,248.2% | +286.0% | +962.2% | +744.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling