+1,135.3%
PANW vs USB
+92.8%
+1,042.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -14.2% | 0.0% | -14.2% | -14.2% |
| 30D | -22.6% | +5.8% | -28.5% | -23.9% |
| 3M | -12.7% | -6.0% | -6.7% | -11.4% |
| 6M | +70.9% | +7.8% | +63.1% | +66.7% |
| YTD | +70.4% | +14.6% | +55.8% | +62.8% |
| 1Y | +48.5% | +31.8% | +16.7% | +36.2% |
| 3Y | +164.8% | +91.5% | +73.3% | +117.1% |
| 5Y | +281.4% | +22.0% | +259.3% | +246.7% |
| All | +1,135.3% | +92.8% | +1,042.5% | +722.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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