+3,705.5%
PANW vs URA
+62.8%
+3,642.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.2% |
| 7D | -6.9% | +8.1% | -15.0% | -9.0% |
| 30D | -7.4% | +5.8% | -13.2% | -9.0% |
| 3M | +26.5% | +3.4% | +23.1% | +24.8% |
| 6M | +104.2% | -2.6% | +106.8% | +102.2% |
| YTD | +82.9% | +11.2% | +71.8% | +71.7% |
| 1Y | +70.7% | +19.8% | +50.9% | +54.7% |
| 3Y | +170.9% | +121.5% | +49.5% | +94.9% |
| 5Y | +334.1% | +134.5% | +199.7% | +194.5% |
| 10Y | +1,275.6% | +376.7% | +898.9% | +584.2% |
| All | +3,705.5% | +62.8% | +3,642.8% | +2,472.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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