+62.2%
PANW vs SIMO
+94.5%
-32.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.6% | +9.0% | -0.2% |
| 7D | -11.8% | -16.9% | +5.1% | -11.1% |
| 30D | -14.4% | -35.4% | +20.9% | -13.3% |
| 3M | -5.0% | -31.9% | +26.9% | -4.3% |
| 6M | +88.6% | -19.3% | +107.9% | +86.2% |
| YTD | +88.9% | +98.5% | -9.5% | +57.2% |
| 1Y | +62.2% | +100.5% | -38.3% | +33.6% |
| All | +62.2% | +94.5% | -32.2% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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