+1,248.2%
PANW vs SUI
+101.8%
+1,146.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -0.8% | -4.2% | +3.4% | +0.3% |
| 30D | -14.6% | -3.3% | -11.3% | -14.0% |
| 3M | +18.3% | -8.2% | +26.5% | +20.5% |
| 6M | +100.5% | -14.5% | +115.0% | +107.9% |
| YTD | +79.5% | -5.9% | +85.4% | +81.1% |
| 1Y | +66.7% | -9.7% | +76.4% | +69.9% |
| 3Y | +161.2% | +7.7% | +153.6% | +146.7% |
| 5Y | +322.2% | -31.9% | +354.1% | +357.5% |
| All | +1,248.2% | +101.8% | +1,146.4% | +1,201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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