+316.7%
PANW vs SU
+348.9%
-32.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | +2.2% | -3.0% | -1.1% |
| 30D | -14.6% | +8.4% | -23.0% | -15.6% |
| 3M | +18.3% | +12.1% | +6.2% | +16.2% |
| 6M | +100.5% | +19.7% | +80.8% | +94.1% |
| YTD | +79.5% | +58.4% | +21.1% | +65.3% |
| 1Y | +66.7% | +67.2% | -0.5% | +51.9% |
| 3Y | +161.2% | +125.0% | +36.2% | +123.5% |
| All | +316.7% | +348.9% | -32.2% | +249.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling