+73.3%
PANW vs UPS
+27.3%
+46.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | -10.3% | -2.9% | -7.4% | -10.1% |
| 30D | -8.1% | -3.5% | -4.6% | -7.8% |
| 3M | +19.3% | -5.7% | +25.1% | +19.7% |
| 6M | +110.2% | -4.4% | +114.5% | +108.8% |
| YTD | +80.9% | +8.0% | +72.9% | +78.5% |
| 1Y | +73.3% | +29.0% | +44.2% | +66.1% |
| All | +73.3% | +27.3% | +46.0% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1y: compounded portfolio wealth divided by compounded UPS 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…
1y analysis · Full analysis span regression · 6 months rolling