+332.2%
PANW vs XRT
-4.5%
+336.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.4% |
| 7D | +2.0% | -3.6% | +5.5% | +4.0% |
| 30D | -11.8% | -6.7% | -5.1% | -8.6% |
| 3M | +28.6% | -1.4% | +30.0% | +29.0% |
| 6M | +104.4% | +1.7% | +102.7% | +100.5% |
| YTD | +83.8% | -1.5% | +85.2% | +83.2% |
| 1Y | +71.5% | -2.5% | +74.0% | +71.5% |
| 3Y | +172.2% | +39.9% | +132.3% | +114.9% |
| 5Y | +332.2% | -2.6% | +334.8% | +302.7% |
| All | +332.2% | -4.5% | +336.7% | +302.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling