+41.5%
PANW vs URI
+18.9%
+22.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.2% |
| 7D | +2.7% | +6.7% | -4.0% | +1.1% |
| 30D | -14.1% | +8.9% | -22.9% | -14.8% |
| 3M | -18.6% | +0.5% | -19.2% | -19.4% |
| 6M | +41.5% | +20.7% | +20.8% | +48.4% |
| All | +41.5% | +18.9% | +22.6% | +48.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling