+161.2%
PANW vs SPXU
-79.9%
+241.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -3.3% |
| 7D | -0.8% | +2.5% | -3.3% | +0.2% |
| 30D | -14.6% | +4.2% | -18.7% | -12.9% |
| 3M | +18.3% | -9.3% | +27.5% | +15.0% |
| 6M | +100.5% | -30.7% | +131.2% | +77.3% |
| YTD | +79.5% | -28.1% | +107.6% | +62.0% |
| 1Y | +66.7% | -35.2% | +102.0% | +45.7% |
| 3Y | +161.2% | -79.9% | +241.2% | +58.0% |
| All | +161.2% | -79.9% | +241.2% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling