+3,634.0%
PANW vs SPXU
-99.9%
+3,734.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -3.2% |
| 7D | -0.8% | +2.5% | -3.3% | +0.1% |
| 30D | -14.6% | +4.2% | -18.7% | -13.1% |
| 3M | +18.3% | -9.3% | +27.5% | +15.4% |
| 6M | +100.5% | -30.7% | +131.2% | +80.0% |
| YTD | +79.5% | -28.1% | +107.6% | +64.1% |
| 1Y | +66.7% | -35.2% | +102.0% | +48.3% |
| 3Y | +161.2% | -79.9% | +241.2% | +72.4% |
| 5Y | +322.2% | -86.4% | +408.6% | +189.3% |
| 10Y | +1,273.8% | -99.5% | +1,373.3% | +297.2% |
| All | +3,634.0% | -99.9% | +3,734.0% | +596.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling