+442.3%
PANW vs SOXQ
+286.7%
+155.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -3.1% |
| 7D | -0.8% | +0.8% | -1.5% | -1.2% |
| 30D | -14.6% | -4.6% | -10.0% | -12.9% |
| 3M | +18.3% | -10.2% | +28.4% | +22.0% |
| 6M | +100.5% | +49.7% | +50.8% | +60.0% |
| YTD | +79.5% | +67.2% | +12.3% | +34.2% |
| 1Y | +66.7% | +98.0% | -31.3% | +13.7% |
| 3Y | +161.2% | +237.2% | -75.9% | +25.3% |
| 5Y | +322.2% | +261.3% | +60.9% | +94.3% |
| All | +442.3% | +286.7% | +155.6% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling