+3,663.5%
PANW vs SUI
+329.2%
+3,334.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -10.3% | -2.8% | -7.5% | -9.6% |
| 30D | -8.1% | -1.2% | -6.9% | -8.0% |
| 3M | +19.3% | -1.7% | +21.1% | +19.4% |
| 6M | +110.2% | -10.5% | +120.7% | +115.8% |
| YTD | +80.9% | -1.8% | +82.8% | +80.5% |
| 1Y | +73.3% | -4.1% | +77.3% | +73.8% |
| 3Y | +174.6% | +11.3% | +163.3% | +156.5% |
| 5Y | +327.1% | -32.1% | +359.2% | +365.4% |
| 10Y | +1,277.3% | +110.4% | +1,166.9% | +918.8% |
| All | +3,663.5% | +329.2% | +3,334.3% | +2,120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling