+161.2%
PANW vs UPS
-26.3%
+187.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -0.8% | -2.0% | +1.2% | -0.5% |
| 30D | -14.6% | -2.0% | -12.6% | -14.3% |
| 3M | +18.3% | -6.2% | +24.5% | +19.5% |
| 6M | +100.5% | +2.8% | +97.7% | +98.7% |
| YTD | +79.5% | +5.9% | +73.6% | +76.2% |
| 1Y | +66.7% | +26.2% | +40.5% | +57.5% |
| 3Y | +161.2% | -26.0% | +187.2% | +170.0% |
| All | +161.2% | -26.3% | +187.6% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling