+73.3%
PANW vs XLK
+44.7%
+28.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.1% |
| 7D | -10.3% | +0.9% | -11.2% | -10.8% |
| 30D | -8.1% | +0.7% | -8.8% | -8.5% |
| 3M | +19.3% | -2.9% | +22.3% | +21.2% |
| 6M | +110.2% | +34.3% | +75.9% | +70.7% |
| YTD | +80.9% | +30.4% | +50.5% | +49.9% |
| 1Y | +73.3% | +43.4% | +29.9% | +31.5% |
| All | +73.3% | +44.7% | +28.6% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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