+3,663.5%
PANW vs URI
+3,468.1%
+195.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | -10.3% | -2.0% | -8.3% | -9.8% |
| 30D | -8.1% | -12.9% | +4.8% | -4.8% |
| 3M | +19.3% | -6.7% | +26.1% | +21.0% |
| 6M | +110.2% | +19.0% | +91.2% | +96.0% |
| YTD | +80.9% | +25.5% | +55.4% | +64.9% |
| 1Y | +73.3% | +5.5% | +67.7% | +65.5% |
| 3Y | +174.6% | +111.3% | +63.3% | +109.4% |
| 5Y | +327.1% | +198.6% | +128.5% | +187.3% |
| 10Y | +1,277.3% | +1,179.9% | +97.4% | +446.9% |
| All | +3,663.5% | +3,468.1% | +195.4% | +1,184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling