+316.7%
PANW vs SONY
+9.6%
+307.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.3% |
| 3M | +18.3% | +13.0% | +5.3% | +12.1% |
| 6M | +100.5% | +11.2% | +89.3% | +90.5% |
| YTD | +79.5% | -6.6% | +86.1% | +82.3% |
| 1Y | +66.7% | -18.1% | +84.8% | +77.9% |
| 3Y | +161.2% | +42.1% | +119.2% | +117.4% |
| All | +316.7% | +9.6% | +307.0% | +263.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling