+1,280.2%
PANW vs URI
+1,233.8%
+46.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +2.0% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | -11.8% | -13.4% | +1.6% | -8.6% |
| 3M | +28.6% | -6.2% | +34.8% | +30.1% |
| 6M | +104.4% | +28.0% | +76.4% | +87.2% |
| YTD | +83.8% | +23.0% | +60.8% | +68.7% |
| 1Y | +71.5% | +5.5% | +66.0% | +64.0% |
| 3Y | +172.2% | +119.2% | +53.0% | +105.7% |
| 5Y | +332.2% | +201.0% | +131.2% | +189.9% |
| All | +1,280.2% | +1,233.8% | +46.4% | +470.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling