+3,722.6%
PANW vs TECH
+341.6%
+3,381.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +2.0% | -0.5% | +2.5% | +2.2% |
| 30D | -11.8% | 0.0% | -11.8% | -11.8% |
| 3M | +28.6% | +37.4% | -8.9% | +14.1% |
| 6M | +104.4% | +36.9% | +67.6% | +78.2% |
| YTD | +83.8% | +23.1% | +60.7% | +65.4% |
| 1Y | +71.5% | +42.2% | +29.3% | +44.6% |
| 3Y | +172.2% | +1.9% | +170.2% | +143.7% |
| 5Y | +332.2% | -42.9% | +375.1% | +395.1% |
| 10Y | +1,306.4% | +188.2% | +1,118.1% | +658.1% |
| All | +3,722.6% | +341.6% | +3,381.0% | +1,652.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling