+331.0%
PANW vs URI
+215.5%
+115.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.9% |
| 7D | +2.0% | +5.0% | -3.0% | +0.7% |
| 30D | -13.0% | -9.4% | -3.6% | -10.8% |
| 3M | +28.6% | -5.8% | +34.4% | +30.0% |
| 6M | +103.0% | +25.8% | +77.1% | +86.4% |
| YTD | +81.9% | +27.9% | +54.0% | +64.4% |
| 1Y | +69.6% | +9.7% | +59.9% | +60.9% |
| 3Y | +169.4% | +128.0% | +41.5% | +90.0% |
| 5Y | +331.0% | +212.4% | +118.6% | +151.1% |
| All | +331.0% | +215.5% | +115.5% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling