+62.2%
PANW vs SHOP
-6.2%
+68.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.3% | -8.0% | -2.2% |
| 7D | -11.8% | -9.0% | -2.7% | -10.0% |
| 30D | -14.4% | -4.4% | -10.0% | -13.6% |
| 3M | -5.0% | +24.1% | -29.1% | -9.6% |
| 6M | +88.6% | +20.0% | +68.6% | +78.8% |
| YTD | +88.9% | -4.9% | +93.9% | +85.2% |
| 1Y | +62.2% | -4.9% | +67.2% | +58.7% |
| All | +62.2% | -6.2% | +68.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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