+327.9%
PANW vs STT
+154.2%
+173.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | -13.0% | +2.8% | -15.8% | -13.9% |
| 3M | +28.6% | +18.1% | +10.5% | +20.9% |
| 6M | +103.0% | +59.2% | +43.8% | +70.7% |
| YTD | +81.9% | +51.5% | +30.5% | +55.3% |
| 1Y | +69.6% | +75.7% | -6.0% | +36.7% |
| 3Y | +169.4% | +200.8% | -31.3% | +76.2% |
| All | +327.9% | +154.2% | +173.7% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 5y: compounded portfolio wealth divided by compounded STT 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…
5y analysis · Full analysis span regression · 6 months rolling