+1,248.2%
PANW vs UUUU
+465.5%
+782.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.0% | +2.7% | -1.8% |
| 7D | -0.8% | -10.5% | +9.7% | +0.4% |
| 30D | -14.6% | -10.5% | -4.1% | -13.7% |
| 3M | +18.3% | -14.1% | +32.4% | +19.7% |
| 6M | +100.5% | -35.5% | +136.0% | +107.2% |
| YTD | +79.5% | -10.9% | +90.4% | +75.8% |
| 1Y | +66.7% | +3.4% | +63.4% | +57.4% |
| 3Y | +161.2% | +73.1% | +88.1% | +119.3% |
| 5Y | +322.2% | +87.1% | +235.1% | +237.4% |
| All | +1,248.2% | +465.5% | +782.7% | +738.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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