+164.8%
PANW vs SUI
+10.9%
+153.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | +2.0% | -4.3% | +6.3% | +2.1% |
| 30D | -13.0% | -2.1% | -10.8% | -13.0% |
| 3M | +28.6% | -6.1% | +34.7% | +28.7% |
| 6M | +103.0% | -12.8% | +115.7% | +104.5% |
| YTD | +81.9% | -4.6% | +86.6% | +81.8% |
| 1Y | +69.6% | -7.7% | +77.3% | +70.0% |
| All | +164.8% | +10.9% | +153.9% | +163.4% |
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