+167.4%
PANW vs SO
+43.5%
+124.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +0.8% |
| 7D | +2.0% | -1.1% | +3.1% | +1.7% |
| 30D | -11.8% | -3.7% | -8.1% | -12.6% |
| 3M | +28.6% | -5.9% | +34.5% | +26.9% |
| 6M | +104.4% | -7.3% | +111.8% | +102.0% |
| YTD | +83.8% | +3.1% | +80.7% | +84.4% |
| 1Y | +71.5% | -1.0% | +72.5% | +71.3% |
| All | +167.4% | +43.5% | +124.0% | +182.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling