+3,705.5%
PANW vs XRT
+249.6%
+3,455.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.3% |
| 7D | -6.9% | -0.3% | -6.7% | -6.9% |
| 30D | -7.4% | -5.6% | -1.7% | -4.7% |
| 3M | +26.5% | +2.5% | +24.0% | +24.3% |
| 6M | +104.2% | +3.7% | +100.5% | +98.5% |
| YTD | +82.9% | +1.0% | +82.0% | +80.2% |
| 1Y | +70.7% | -1.2% | +71.9% | +69.7% |
| 3Y | +170.9% | +43.4% | +127.6% | +115.9% |
| 5Y | +334.1% | -0.7% | +334.9% | +312.8% |
| 10Y | +1,275.6% | +123.7% | +1,151.9% | +586.8% |
| All | +3,705.5% | +249.6% | +3,455.9% | +1,351.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling