+332.2%
PANW vs SIMO
+287.2%
+45.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.5% | +5.5% | +1.7% |
| 7D | +2.0% | +12.5% | -10.6% | -0.1% |
| 30D | -11.8% | +18.4% | -30.2% | -14.7% |
| 3M | +28.6% | +5.6% | +23.0% | +24.8% |
| 6M | +104.4% | +116.9% | -12.5% | +66.1% |
| YTD | +83.8% | +188.4% | -104.6% | +37.5% |
| 1Y | +71.5% | +221.3% | -149.7% | +24.2% |
| 3Y | +172.2% | +438.6% | -266.4% | +68.5% |
| 5Y | +332.2% | +287.9% | +44.3% | +190.4% |
| All | +332.2% | +287.2% | +45.0% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling