+1,248.2%
PANW vs SU
+267.2%
+981.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | +2.2% | -3.0% | -1.2% |
| 30D | -14.6% | +8.4% | -23.0% | -15.9% |
| 3M | +18.3% | +12.1% | +6.2% | +15.3% |
| 6M | +100.5% | +19.7% | +80.8% | +92.0% |
| YTD | +79.5% | +58.4% | +21.1% | +61.7% |
| 1Y | +66.7% | +67.2% | -0.5% | +48.3% |
| 3Y | +161.2% | +125.0% | +36.2% | +114.7% |
| 5Y | +322.2% | +355.1% | -32.9% | +188.2% |
| All | +1,248.2% | +267.2% | +981.0% | +837.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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