+73.3%
PANW vs XLRE
+9.1%
+64.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.3% |
| 7D | -10.3% | -1.2% | -9.1% | -10.5% |
| 30D | -8.1% | -2.8% | -5.3% | -8.6% |
| 3M | +19.3% | -0.2% | +19.5% | +18.9% |
| 6M | +110.2% | +1.9% | +108.2% | +104.1% |
| YTD | +80.9% | +10.6% | +70.4% | +71.9% |
| 1Y | +73.3% | +8.8% | +64.4% | +65.6% |
| All | +73.3% | +9.1% | +64.1% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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