+727.6%
PANW vs U
-44.5%
+772.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -10.3% | -3.8% | -6.5% | -9.6% |
| 30D | -8.1% | +17.5% | -25.6% | -11.4% |
| 3M | +19.3% | +38.7% | -19.4% | +11.0% |
| 6M | +110.2% | +104.4% | +5.8% | +79.7% |
| YTD | +80.9% | -5.7% | +86.6% | +76.6% |
| 1Y | +73.3% | +3.7% | +69.6% | +63.6% |
| 3Y | +174.6% | +12.3% | +162.3% | +136.8% |
| 5Y | +327.1% | -68.8% | +395.9% | +332.6% |
| All | +727.6% | -44.5% | +772.1% | +641.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling