+316.7%
PANW vs XLV
+33.9%
+282.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -0.8% | -3.6% | +2.8% | +1.6% |
| 30D | -14.6% | -1.8% | -12.7% | -13.9% |
| 3M | +18.3% | +7.8% | +10.5% | +10.6% |
| 6M | +100.5% | +9.1% | +91.4% | +85.1% |
| YTD | +79.5% | +7.7% | +71.8% | +67.1% |
| 1Y | +66.7% | +20.4% | +46.3% | +40.1% |
| 3Y | +161.2% | +30.8% | +130.5% | +100.0% |
| All | +316.7% | +33.9% | +282.8% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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