+3,684.3%
PANW vs UPS
+107.2%
+3,577.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | +2.0% | -3.7% | +5.7% | +3.3% |
| 30D | -13.0% | -3.7% | -9.2% | -11.9% |
| 3M | +28.6% | -6.6% | +35.2% | +31.1% |
| 6M | +103.0% | +2.6% | +100.4% | +99.4% |
| YTD | +81.9% | +4.8% | +77.1% | +76.4% |
| 1Y | +69.6% | +25.3% | +44.3% | +53.6% |
| 3Y | +169.4% | -26.9% | +196.3% | +187.2% |
| 5Y | +331.0% | -33.5% | +364.5% | +369.9% |
| 10Y | +1,292.3% | +36.1% | +1,256.2% | +929.2% |
| All | +3,684.3% | +107.2% | +3,577.1% | +2,044.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling