+62.2%
PANW vs URI
+33.3%
+29.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.7% |
| 7D | -11.8% | -4.3% | -7.4% | -11.8% |
| 30D | -14.4% | +4.6% | -19.0% | -14.3% |
| 3M | -5.0% | -2.1% | -2.9% | -5.4% |
| 6M | +88.6% | +21.9% | +66.7% | +91.5% |
| YTD | +88.9% | +39.7% | +49.2% | +90.6% |
| 1Y | +62.2% | +32.9% | +29.4% | +68.3% |
| All | +62.2% | +33.3% | +29.0% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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