+62.2%
PANW vs SO
+3.3%
+59.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -1.1% |
| 7D | -11.8% | +1.7% | -13.5% | -10.7% |
| 30D | -14.4% | +11.1% | -25.6% | -8.6% |
| 3M | -5.0% | +0.7% | -5.7% | -3.7% |
| 6M | +88.6% | -1.4% | +90.0% | +90.8% |
| YTD | +88.9% | +9.4% | +79.5% | +100.8% |
| 1Y | +62.2% | +3.7% | +58.5% | +75.3% |
| All | +62.2% | +3.3% | +59.0% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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