+3,705.5%
PANW vs SO
+242.4%
+3,463.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.0% |
| 7D | -6.9% | +1.0% | -8.0% | -7.1% |
| 30D | -7.4% | -3.2% | -4.2% | -7.0% |
| 3M | +26.5% | -1.7% | +28.2% | +26.6% |
| 6M | +104.2% | -7.2% | +111.4% | +105.7% |
| YTD | +82.9% | +4.6% | +78.4% | +80.8% |
| 1Y | +70.7% | +1.2% | +69.5% | +69.4% |
| 3Y | +170.9% | +45.3% | +125.7% | +150.3% |
| 5Y | +334.1% | +58.7% | +275.4% | +291.5% |
| 10Y | +1,275.6% | +155.9% | +1,119.8% | +1,061.2% |
| All | +3,705.5% | +242.4% | +3,463.1% | +2,763.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling