+73.3%
PANW vs SMTC
+154.8%
-81.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.2% | -8.8% | -0.4% |
| 7D | -10.3% | +12.7% | -23.1% | -11.3% |
| 30D | -8.1% | +22.0% | -30.1% | -10.2% |
| 3M | +19.3% | -12.7% | +32.0% | +18.9% |
| 6M | +110.2% | +64.8% | +45.4% | +96.6% |
| YTD | +80.9% | +100.7% | -19.8% | +65.3% |
| 1Y | +73.3% | +146.9% | -73.6% | +55.6% |
| All | +73.3% | +154.8% | -81.5% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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