+1,175.5%
PANW vs SHOP
+7,788.2%
-6,612.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.6% | +8.7% | +3.0% |
| 7D | -6.9% | -4.1% | -2.8% | -6.1% |
| 30D | -7.4% | -11.5% | +4.1% | -4.6% |
| 3M | +26.5% | +21.1% | +5.5% | +19.1% |
| 6M | +104.2% | +3.0% | +101.2% | +98.6% |
| YTD | +82.9% | -16.7% | +99.6% | +86.1% |
| 1Y | +70.7% | -8.3% | +79.0% | +68.5% |
| 3Y | +170.9% | +112.8% | +58.1% | +104.2% |
| 5Y | +334.1% | -9.3% | +343.4% | +261.6% |
| 10Y | +1,275.6% | +3,003.4% | -1,727.8% | +458.9% |
| All | +1,175.5% | +7,788.2% | -6,612.8% | +383.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling