+316.7%
PANW vs SPOT
+113.7%
+202.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | -0.8% | -3.1% | +2.3% | +0.1% |
| 30D | -14.6% | +7.4% | -21.9% | -16.9% |
| 3M | +18.3% | +8.2% | +10.1% | +14.4% |
| 6M | +100.5% | +2.2% | +98.3% | +95.4% |
| YTD | +79.5% | -9.5% | +89.0% | +80.4% |
| 1Y | +66.7% | -23.8% | +90.6% | +76.7% |
| 3Y | +161.2% | +233.5% | -72.2% | +63.9% |
| All | +316.7% | +113.7% | +202.9% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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