+73.3%
PANW vs SMR
-76.3%
+149.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -10.3% | +4.4% | -14.7% | -10.7% |
| 30D | -8.1% | +3.4% | -11.5% | -8.6% |
| 3M | +19.3% | -19.2% | +38.5% | +20.7% |
| 6M | +110.2% | -22.6% | +132.8% | +111.3% |
| YTD | +80.9% | -31.5% | +112.5% | +82.6% |
| 1Y | +73.3% | -73.1% | +146.3% | +82.6% |
| All | +73.3% | -76.3% | +149.5% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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