+62.2%
PANW vs STZ
+14.7%
+47.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.9% | +1.3% |
| 7D | -11.8% | +13.0% | -24.8% | -7.7% |
| 30D | -14.4% | +29.4% | -43.9% | -6.3% |
| 3M | -5.0% | +11.6% | -16.6% | -0.8% |
| 6M | +88.6% | -0.2% | +88.8% | +89.2% |
| YTD | +88.9% | +8.6% | +80.4% | +86.5% |
| 1Y | +62.2% | +15.9% | +46.3% | +58.9% |
| All | +62.2% | +14.7% | +47.5% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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