+1,248.2%
PANW vs SONY
+293.1%
+955.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.9% |
| 7D | -0.8% | -2.7% | +1.9% | +0.1% |
| 30D | -14.6% | +1.5% | -16.1% | -15.2% |
| 3M | +18.3% | +13.0% | +5.3% | +12.3% |
| 6M | +100.5% | +11.2% | +89.3% | +90.8% |
| YTD | +79.5% | -6.6% | +86.1% | +82.0% |
| 1Y | +66.7% | -18.1% | +84.8% | +77.1% |
| 3Y | +161.2% | +42.1% | +119.2% | +120.5% |
| 5Y | +322.2% | +11.0% | +311.2% | +282.3% |
| All | +1,248.2% | +293.1% | +955.2% | +812.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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