+73.3%
PANW vs XLU
+4.9%
+68.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.5% |
| 7D | -10.3% | +0.8% | -11.1% | -9.9% |
| 30D | -8.1% | -1.3% | -6.8% | -8.5% |
| 3M | +19.3% | -1.3% | +20.7% | +18.8% |
| 6M | +110.2% | -7.6% | +117.8% | +108.0% |
| YTD | +80.9% | +2.3% | +78.7% | +80.0% |
| 1Y | +73.3% | +5.8% | +67.5% | +78.5% |
| All | +73.3% | +4.9% | +68.3% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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