+3,722.6%
PANW vs SONY
+963.6%
+2,758.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.0% | -5.8% | +7.7% | +3.9% |
| 30D | -11.8% | -0.4% | -11.4% | -11.9% |
| 3M | +28.6% | +13.3% | +15.3% | +22.8% |
| 6M | +104.4% | +8.5% | +95.9% | +97.5% |
| YTD | +83.8% | -8.1% | +91.9% | +87.0% |
| 1Y | +71.5% | -17.9% | +89.4% | +80.6% |
| 3Y | +172.2% | +41.4% | +130.7% | +136.4% |
| 5Y | +332.2% | +9.3% | +322.9% | +301.1% |
| 10Y | +1,306.4% | +283.0% | +1,023.4% | +809.0% |
| All | +3,722.6% | +963.6% | +2,758.9% | +1,817.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling