+316.7%
PANW vs SYY
+23.4%
+293.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | -0.8% | +3.9% | -4.7% | -1.6% |
| 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% | +99.3% |
| YTD | +79.5% | +15.4% | +64.1% | +69.2% |
| 1Y | +66.7% | +5.6% | +61.1% | +61.7% |
| 3Y | +161.2% | +28.9% | +132.4% | +128.4% |
| All | +316.7% | +23.4% | +293.3% | +284.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling