+3,684.3%
PANW vs RTX
+478.9%
+3,205.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.3% |
| 7D | +2.0% | -1.6% | +3.6% | +2.6% |
| 30D | -13.0% | -11.6% | -1.4% | -8.9% |
| 3M | +28.6% | +9.2% | +19.5% | +24.0% |
| 6M | +103.0% | -4.4% | +107.4% | +104.9% |
| YTD | +81.9% | +8.9% | +73.0% | +73.6% |
| 1Y | +69.6% | +32.1% | +37.5% | +49.4% |
| 3Y | +169.4% | +151.2% | +18.2% | +80.1% |
| 5Y | +331.0% | +162.9% | +168.1% | +181.1% |
| 10Y | +1,292.3% | +283.9% | +1,008.4% | +621.4% |
| All | +3,684.3% | +478.9% | +3,205.4% | +1,740.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling