+161.2%
PANW vs SGOV
+14.4%
+146.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.2% |
| 7D | -0.8% | 0.0% | -0.8% | -0.6% |
| 30D | -14.6% | +0.3% | -14.9% | -13.5% |
| 3M | +18.3% | +0.9% | +17.3% | +22.8% |
| 6M | +100.5% | +1.8% | +98.6% | +114.5% |
| YTD | +79.5% | +2.5% | +77.0% | +94.5% |
| 1Y | +66.7% | +3.8% | +62.9% | +89.4% |
| 3Y | +161.2% | +14.4% | +146.9% | +406.8% |
| All | +161.2% | +14.4% | +146.9% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 3y: compounded portfolio wealth divided by compounded SGOV 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…
3y analysis · Full analysis span regression · 6 months rolling