+1,248.2%
PANW vs TECH
+189.9%
+1,058.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | -14.6% | 0.0% | -14.5% | -14.6% |
| 3M | +18.3% | +33.7% | -15.4% | +6.1% |
| 6M | +100.5% | +34.9% | +65.6% | +76.1% |
| YTD | +79.5% | +23.2% | +56.3% | +61.9% |
| 1Y | +66.7% | +36.3% | +30.4% | +43.2% |
| 3Y | +161.2% | +2.3% | +159.0% | +133.9% |
| 5Y | +322.2% | -42.9% | +365.1% | +392.2% |
| All | +1,248.2% | +189.9% | +1,058.3% | +619.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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