+3,663.5%
PANW vs USB
+199.3%
+3,464.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.5% |
| 7D | -10.3% | +1.4% | -11.8% | -10.8% |
| 30D | -8.1% | -1.3% | -6.8% | -7.8% |
| 3M | +19.3% | +15.2% | +4.1% | +13.8% |
| 6M | +110.2% | +18.8% | +91.3% | +97.9% |
| YTD | +80.9% | +21.0% | +59.9% | +68.8% |
| 1Y | +73.3% | +34.0% | +39.2% | +55.9% |
| 3Y | +174.6% | +95.3% | +79.3% | +114.2% |
| 5Y | +327.1% | +40.4% | +286.7% | +263.7% |
| 10Y | +1,277.3% | +107.3% | +1,170.0% | +790.5% |
| All | +3,663.5% | +199.3% | +3,464.2% | +1,905.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling