+1,248.2%
PANW vs SO
+159.0%
+1,089.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.2% |
| 7D | -0.8% | -1.1% | +0.3% | -0.6% |
| 30D | -14.6% | -5.0% | -9.6% | -14.0% |
| 3M | +18.3% | -5.8% | +24.1% | +19.1% |
| 6M | +100.5% | -7.9% | +108.4% | +102.3% |
| YTD | +79.5% | +2.4% | +77.1% | +77.7% |
| 1Y | +66.7% | -2.3% | +69.0% | +66.2% |
| 3Y | +161.2% | +41.9% | +119.4% | +139.2% |
| 5Y | +322.2% | +58.1% | +264.1% | +273.8% |
| All | +1,248.2% | +159.0% | +1,089.3% | +1,024.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling