+1,248.2%
PANW vs SRE
+122.3%
+1,125.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -14.6% | -3.0% | -11.6% | -14.1% |
| 3M | +18.3% | -8.3% | +26.6% | +20.5% |
| 6M | +100.5% | -8.9% | +109.4% | +103.9% |
| YTD | +79.5% | -4.3% | +83.8% | +79.8% |
| 1Y | +66.7% | +2.7% | +64.0% | +63.4% |
| 3Y | +161.2% | +28.7% | +132.6% | +134.5% |
| 5Y | +322.2% | +47.1% | +275.1% | +261.3% |
| All | +1,248.2% | +122.3% | +1,125.9% | +968.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling