+66.7%
PANW vs XRT
-1.4%
+68.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.6% |
| 7D | -0.8% | -3.2% | +2.4% | -0.1% |
| 30D | -14.6% | -4.5% | -10.1% | -13.7% |
| 3M | +18.3% | -3.1% | +21.4% | +19.0% |
| 6M | +100.5% | +4.2% | +96.2% | +95.6% |
| YTD | +79.5% | -0.1% | +79.6% | +77.8% |
| 1Y | +66.7% | -3.0% | +69.8% | +66.8% |
| All | +66.7% | -1.4% | +68.2% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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