+1,248.2%
PANW vs XLU
+140.5%
+1,107.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -1.6% | +0.8% | -0.3% |
| 30D | -14.6% | -3.3% | -11.3% | -13.7% |
| 3M | +18.3% | -3.2% | +21.4% | +19.1% |
| 6M | +100.5% | -7.0% | +107.4% | +104.0% |
| YTD | +79.5% | +0.6% | +78.9% | +77.3% |
| 1Y | +66.7% | +2.4% | +64.3% | +63.5% |
| 3Y | +161.2% | +46.3% | +115.0% | +122.6% |
| 5Y | +322.2% | +44.0% | +278.2% | +259.3% |
| All | +1,248.2% | +140.5% | +1,107.8% | +924.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling