+66.7%
PANW vs STZ
-11.8%
+78.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.7% |
| 7D | -0.8% | -4.5% | +3.7% | -2.2% |
| 30D | -14.6% | -8.6% | -6.0% | -16.8% |
| 3M | +18.3% | -13.8% | +32.1% | +13.2% |
| 6M | +100.5% | -17.2% | +117.6% | +89.6% |
| YTD | +79.5% | -9.4% | +88.9% | +67.3% |
| 1Y | +66.7% | -11.9% | +78.6% | +56.3% |
| All | +66.7% | -11.8% | +78.5% | +56.3% |
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