+161.2%
PANW vs SOXQ
+232.9%
-71.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.9% |
| 7D | -0.8% | +0.8% | -1.5% | -1.1% |
| 30D | -14.6% | -4.6% | -10.0% | -13.2% |
| 3M | +18.3% | -10.2% | +28.4% | +21.2% |
| 6M | +100.5% | +49.7% | +50.8% | +66.9% |
| YTD | +79.5% | +67.2% | +12.3% | +41.4% |
| 1Y | +66.7% | +98.0% | -31.3% | +21.4% |
| 3Y | +161.2% | +237.2% | -75.9% | +33.7% |
| All | +161.2% | +232.9% | -71.7% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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