+316.7%
PANW vs RTX
+162.7%
+154.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.2% |
| 3M | +18.3% | +7.7% | +10.6% | +15.0% |
| 6M | +100.5% | -3.9% | +104.4% | +102.5% |
| YTD | +79.5% | +9.0% | +70.6% | +71.4% |
| 1Y | +66.7% | +27.3% | +39.5% | +48.8% |
| 3Y | +161.2% | +172.9% | -11.7% | +63.6% |
| All | +316.7% | +162.7% | +154.0% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling