+66.7%
PANW vs USHY
+3.5%
+63.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.4% |
| 7D | -0.8% | -0.7% | -0.1% | +1.5% |
| 30D | -14.6% | -0.7% | -13.9% | -12.6% |
| 3M | +18.3% | +0.1% | +18.2% | +18.5% |
| 6M | +100.5% | +1.8% | +98.7% | +91.5% |
| YTD | +79.5% | +1.8% | +77.7% | +70.5% |
| 1Y | +66.7% | +3.3% | +63.4% | +50.9% |
| All | +66.7% | +3.5% | +63.2% | +50.9% |
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