+316.7%
PANW vs XLU
+42.8%
+273.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -0.8% | -1.6% | +0.8% | -0.4% |
| 30D | -14.6% | -3.3% | -11.3% | -14.0% |
| 3M | +18.3% | -3.2% | +21.4% | +18.8% |
| 6M | +100.5% | -7.0% | +107.4% | +103.1% |
| YTD | +79.5% | +0.6% | +78.9% | +77.2% |
| 1Y | +66.7% | +2.4% | +64.3% | +63.5% |
| 3Y | +161.2% | +46.3% | +115.0% | +127.9% |
| All | +316.7% | +42.8% | +273.9% | +265.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling