+1,248.2%
PANW vs SGI
+270.1%
+978.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.5% |
| 7D | -0.8% | -4.5% | +3.7% | +0.2% |
| 30D | -14.6% | +4.2% | -18.7% | -15.5% |
| 3M | +18.3% | -7.4% | +25.7% | +19.8% |
| 6M | +100.5% | -15.1% | +115.5% | +104.9% |
| YTD | +79.5% | -24.7% | +104.2% | +87.8% |
| 1Y | +66.7% | -21.8% | +88.5% | +72.3% |
| 3Y | +161.2% | +50.0% | +111.2% | +129.8% |
| 5Y | +322.2% | +48.9% | +273.2% | +257.9% |
| All | +1,248.2% | +270.1% | +978.2% | +759.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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