+155.3%
PANW vs SUI
+18.9%
+136.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -6.8% | +3.4% | -10.2% | -6.9% |
| 30D | -22.1% | +4.6% | -26.7% | -22.2% |
| 3M | -15.2% | +1.6% | -16.8% | -15.5% |
| 6M | +57.0% | -3.5% | +60.5% | +57.0% |
| YTD | +77.2% | -1.0% | +78.2% | +76.7% |
| 1Y | +50.7% | -1.7% | +52.4% | +50.5% |
| All | +155.3% | +18.9% | +136.4% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling