+62.2%
PANW vs SMR
-87.0%
+149.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.1% |
| 7D | -11.8% | -9.5% | -2.3% | -10.7% |
| 30D | -14.4% | -33.2% | +18.8% | -10.4% |
| 3M | -5.0% | -45.9% | +40.9% | +1.1% |
| 6M | +88.6% | -57.9% | +146.5% | +103.8% |
| YTD | +88.9% | -63.8% | +152.7% | +103.9% |
| 1Y | +62.2% | -85.6% | +147.8% | +96.4% |
| All | +62.2% | -87.0% | +149.3% | +96.4% |
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