+73.3%
PANW vs SPXU
-40.4%
+113.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +1.0% |
| 7D | -10.3% | -0.1% | -10.2% | -10.3% |
| 30D | -8.1% | +0.8% | -8.9% | -7.5% |
| 3M | +19.3% | -4.7% | +24.0% | +18.2% |
| 6M | +110.2% | -29.6% | +139.8% | +89.0% |
| YTD | +80.9% | -29.9% | +110.8% | +63.4% |
| 1Y | +73.3% | -39.1% | +112.3% | +48.3% |
| All | +73.3% | -40.4% | +113.6% | +48.3% |
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