+273.2%
PANW vs U
-73.3%
+346.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.4% | -1.2% |
| 7D | +2.7% | +2.6% | +0.1% | +2.1% |
| 30D | -14.1% | +27.6% | -41.6% | -18.8% |
| 3M | -18.6% | +15.3% | -34.0% | -21.7% |
| 6M | +41.5% | +96.4% | -54.9% | +21.2% |
| YTD | +74.9% | +19.6% | +55.4% | +61.1% |
| 1Y | +57.4% | +42.1% | +15.3% | +39.2% |
| 3Y | +152.1% | +87.5% | +64.6% | +92.6% |
| All | +273.2% | -73.3% | +346.5% | +329.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling