+62.2%
PANW vs UPS
+29.9%
+32.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.0% |
| 7D | -11.8% | +8.2% | -20.0% | -12.4% |
| 30D | -14.4% | +22.7% | -37.2% | -16.0% |
| 3M | -5.0% | +6.4% | -11.4% | -5.5% |
| 6M | +88.6% | +22.6% | +66.0% | +88.8% |
| YTD | +88.9% | +20.7% | +68.2% | +85.3% |
| 1Y | +62.2% | +30.6% | +31.6% | +56.5% |
| All | +62.2% | +29.9% | +32.3% | +56.5% |
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