+721.2%
PANW vs U
-41.4%
+762.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.5% | -6.8% | -3.2% |
| 7D | -0.8% | +5.5% | -6.3% | -1.9% |
| 30D | -14.6% | -1.3% | -13.3% | -14.4% |
| 3M | +18.3% | +64.6% | -46.3% | +6.3% |
| 6M | +100.5% | +119.4% | -18.9% | +69.1% |
| YTD | +79.5% | -0.5% | +80.0% | +73.2% |
| 1Y | +66.7% | +1.3% | +65.4% | +58.4% |
| 3Y | +161.2% | +15.6% | +145.6% | +124.1% |
| 5Y | +322.2% | -67.5% | +389.7% | +323.7% |
| All | +721.2% | -41.4% | +762.5% | +627.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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