+161.2%
PANW vs XBI
+99.0%
+62.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -0.8% | -4.6% | +3.9% | +0.9% |
| 30D | -14.6% | -2.0% | -12.6% | -14.2% |
| 3M | +18.3% | +17.8% | +0.5% | +10.8% |
| 6M | +100.5% | +23.7% | +76.8% | +83.2% |
| YTD | +79.5% | +28.2% | +51.3% | +61.2% |
| 1Y | +66.7% | +64.0% | +2.8% | +35.2% |
| 3Y | +161.2% | +99.4% | +61.8% | +92.9% |
| All | +161.2% | +99.0% | +62.3% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 3y: compounded portfolio wealth divided by compounded XBI 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…
3y analysis · Full analysis span regression · 6 months rolling