+167.4%
PANW vs TECH
+1.2%
+166.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | +2.0% | -0.5% | +2.5% | +2.0% |
| 30D | -11.8% | 0.0% | -11.8% | -11.8% |
| 3M | +28.6% | +37.4% | -8.9% | +22.6% |
| 6M | +104.4% | +36.9% | +67.6% | +93.8% |
| YTD | +83.8% | +23.1% | +60.7% | +76.7% |
| 1Y | +71.5% | +42.2% | +29.3% | +60.8% |
| All | +167.4% | +1.2% | +166.2% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling