+316.7%
PANW vs RVTY
-33.1%
+349.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.1% | -3.1% |
| 7D | -0.8% | -4.5% | +3.8% | +0.4% |
| 30D | -14.6% | +5.5% | -20.0% | -16.0% |
| 3M | +18.3% | +22.5% | -4.2% | +11.0% |
| 6M | +100.5% | +38.9% | +61.6% | +80.1% |
| YTD | +79.5% | +28.7% | +50.8% | +64.3% |
| 1Y | +66.7% | +45.5% | +21.2% | +46.0% |
| 3Y | +161.2% | +16.4% | +144.9% | +135.9% |
| All | +316.7% | -33.1% | +349.8% | +378.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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