+273.2%
PANW vs USB
+25.1%
+248.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | +2.7% | +2.6% | +0.1% | +2.0% |
| 30D | -14.1% | +8.4% | -22.5% | -16.0% |
| 3M | -18.6% | -5.5% | -13.1% | -17.5% |
| 6M | +41.5% | +17.7% | +23.7% | +34.9% |
| YTD | +74.9% | +17.6% | +57.4% | +66.0% |
| 1Y | +57.4% | +33.9% | +23.5% | +43.5% |
| 3Y | +152.1% | +103.8% | +48.3% | +103.7% |
| All | +273.2% | +25.1% | +248.1% | +237.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling