+1,248.2%
PANW vs SYY
+116.5%
+1,131.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | -0.8% | +3.9% | -4.7% | -1.7% |
| 30D | -14.6% | -1.7% | -12.8% | -14.3% |
| 3M | +18.3% | +5.2% | +13.1% | +16.6% |
| 6M | +100.5% | -0.2% | +100.7% | +98.8% |
| YTD | +79.5% | +15.4% | +64.1% | +70.5% |
| 1Y | +66.7% | +5.6% | +61.1% | +61.9% |
| 3Y | +161.2% | +28.9% | +132.4% | +137.1% |
| 5Y | +322.2% | +24.1% | +298.1% | +287.6% |
| All | +1,248.2% | +116.5% | +1,131.7% | +931.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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