+62.2%
PANW vs XYZ
+19.9%
+42.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +15.3% | -15.9% | -3.6% |
| 7D | -11.8% | +16.5% | -28.3% | -14.6% |
| 30D | -14.4% | +15.0% | -29.4% | -17.0% |
| 3M | -5.0% | +3.5% | -8.5% | -5.6% |
| 6M | +88.6% | +21.9% | +66.7% | +79.5% |
| YTD | +88.9% | +34.6% | +54.3% | +75.7% |
| 1Y | +62.2% | +20.7% | +41.5% | +52.0% |
| All | +62.2% | +19.9% | +42.4% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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