+73.3%
PANW vs USHY
+4.6%
+68.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.5% |
| 7D | -10.3% | -0.1% | -10.2% | -9.8% |
| 30D | -8.1% | +0.1% | -8.2% | -8.3% |
| 3M | +19.3% | +0.8% | +18.5% | +16.7% |
| 6M | +110.2% | +1.7% | +108.4% | +100.3% |
| YTD | +80.9% | +2.5% | +78.4% | +68.2% |
| 1Y | +73.3% | +4.4% | +68.9% | +51.6% |
| All | +73.3% | +4.6% | +68.7% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling