+66.7%
PANW vs SIMO
+239.1%
-172.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.2% | -9.6% | -2.8% |
| 7D | -0.8% | +11.0% | -11.8% | -1.6% |
| 30D | -14.6% | +17.9% | -32.5% | -15.8% |
| 3M | +18.3% | +3.9% | +14.4% | +16.9% |
| 6M | +100.5% | +131.0% | -30.5% | +78.5% |
| YTD | +79.5% | +209.3% | -129.8% | +45.2% |
| 1Y | +66.7% | +223.8% | -157.0% | +31.9% |
| All | +66.7% | +239.1% | -172.4% | +31.9% |
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