+273.2%
PANW vs URI
+203.0%
+70.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.2% |
| 7D | +2.7% | +6.7% | -4.0% | +0.9% |
| 30D | -14.1% | +8.9% | -22.9% | -15.9% |
| 3M | -18.6% | +0.5% | -19.2% | -18.8% |
| 6M | +41.5% | +20.7% | +20.8% | +33.6% |
| YTD | +74.9% | +40.0% | +34.9% | +54.1% |
| 1Y | +57.4% | +34.4% | +23.0% | +40.6% |
| 3Y | +152.1% | +149.5% | +2.6% | +72.5% |
| All | +273.2% | +203.0% | +70.2% | +110.7% |
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