+66.7%
PANW vs S
+8.9%
+57.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.5% |
| 30D | -14.6% | -11.4% | -3.1% | -8.8% |
| 3M | +18.3% | +33.8% | -15.5% | +4.4% |
| 6M | +100.5% | +39.5% | +61.0% | +71.0% |
| YTD | +79.5% | +31.7% | +47.8% | +55.4% |
| 1Y | +66.7% | +7.0% | +59.7% | +53.8% |
| All | +66.7% | +8.9% | +57.8% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling