+1,275.6%
PANW vs USB
+106.9%
+1,168.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.5% |
| 7D | -6.9% | +2.1% | -9.0% | -7.6% |
| 30D | -7.4% | -2.3% | -5.1% | -6.9% |
| 3M | +26.5% | +13.9% | +12.7% | +21.9% |
| 6M | +104.2% | +21.6% | +82.6% | +92.7% |
| YTD | +82.9% | +19.3% | +63.6% | +73.1% |
| 1Y | +70.7% | +33.6% | +37.2% | +56.1% |
| 3Y | +170.9% | +97.7% | +73.2% | +119.4% |
| 5Y | +334.1% | +40.4% | +293.7% | +279.2% |
| 10Y | +1,275.6% | +105.9% | +1,169.7% | +810.4% |
| All | +1,275.6% | +106.9% | +1,168.7% | +810.4% |
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