+3,684.3%
PANW vs SMTC
+586.2%
+3,098.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | +2.0% | +22.5% | -20.5% | -2.8% |
| 30D | -13.0% | +24.9% | -37.9% | -18.2% |
| 3M | +28.6% | +4.1% | +24.6% | +24.1% |
| 6M | +103.0% | +92.6% | +10.4% | +65.1% |
| YTD | +81.9% | +122.5% | -40.6% | +41.4% |
| 1Y | +69.6% | +166.2% | -96.6% | +24.4% |
| 3Y | +169.4% | +577.2% | -407.7% | +28.3% |
| 5Y | +331.0% | +119.0% | +212.0% | +186.5% |
| 10Y | +1,292.3% | +527.9% | +764.4% | +482.1% |
| All | +3,684.3% | +586.2% | +3,098.1% | +1,324.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling