+62.2%
PANW vs SPXU
-30.4%
+92.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -2.6% |
| 7D | -11.8% | +2.2% | -13.9% | -10.8% |
| 30D | -14.4% | +3.8% | -18.2% | -12.6% |
| 3M | -5.0% | +3.3% | -8.3% | -2.8% |
| 6M | +88.6% | -16.7% | +105.3% | +80.4% |
| YTD | +88.9% | -28.6% | +117.6% | +73.4% |
| 1Y | +62.2% | -30.6% | +92.8% | +47.3% |
| All | +62.2% | -30.4% | +92.6% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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