+316.7%
PANW vs XLK
+146.9%
+169.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.5% |
| 7D | -0.8% | +0.2% | -1.0% | -1.0% |
| 30D | -14.6% | -0.6% | -13.9% | -13.9% |
| 3M | +18.3% | +2.6% | +15.7% | +15.3% |
| 6M | +100.5% | +34.0% | +66.5% | +54.6% |
| YTD | +79.5% | +30.7% | +48.8% | +41.0% |
| 1Y | +66.7% | +39.2% | +27.5% | +23.7% |
| 3Y | +161.2% | +120.4% | +40.8% | +25.2% |
| All | +316.7% | +146.9% | +169.8% | +86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling