+100.5%
PANW vs XLK
+33.8%
+66.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.3% |
| 7D | -0.8% | +0.2% | -1.0% | -1.0% |
| 30D | -14.6% | -0.6% | -13.9% | -14.2% |
| 3M | +18.3% | +2.6% | +15.7% | +15.4% |
| 6M | +100.5% | +34.0% | +66.5% | +66.0% |
| All | +100.5% | +33.8% | +66.7% | +66.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling