+62.2%
PANW vs SPG
+34.3%
+28.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | +0.1% |
| 7D | -11.8% | +8.2% | -19.9% | -10.2% |
| 30D | -14.4% | +13.5% | -27.9% | -12.0% |
| 3M | -5.0% | +2.2% | -7.2% | -4.0% |
| 6M | +88.6% | +15.9% | +72.7% | +94.4% |
| YTD | +88.9% | +27.6% | +61.4% | +90.7% |
| 1Y | +62.2% | +30.9% | +31.3% | +63.0% |
| All | +62.2% | +34.3% | +28.0% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling