+95.7%
QQQ vs PANW
+320.3%
-224.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.5% |
| 7D | -0.6% | -0.8% | +0.2% | -0.4% |
| 30D | -1.2% | -14.6% | +13.3% | +2.8% |
| 3M | -0.2% | +18.3% | -18.5% | -6.2% |
| 6M | +17.9% | +100.5% | -82.6% | -6.5% |
| YTD | +16.6% | +79.5% | -62.9% | -4.6% |
| 1Y | +23.0% | +66.7% | -43.7% | +2.8% |
| 3Y | +92.9% | +161.2% | -68.3% | +31.9% |
| All | +95.7% | +320.3% | -224.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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