+334.1%
PANW vs SUI
-32.1%
+366.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | -6.9% | -3.1% | -3.8% | -6.3% |
| 30D | -7.4% | -2.3% | -5.1% | -7.1% |
| 3M | +26.5% | -2.8% | +29.3% | +26.8% |
| 6M | +104.2% | -12.4% | +116.5% | +109.9% |
| YTD | +82.9% | -3.3% | +86.3% | +83.1% |
| 1Y | +70.7% | -5.8% | +76.5% | +71.9% |
| 3Y | +170.9% | +12.5% | +158.5% | +150.5% |
| 5Y | +334.1% | -32.9% | +367.0% | +405.4% |
| All | +334.1% | -32.1% | +366.3% | +405.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling