-2.7%
SMCI vs PANW
+74.0%
-76.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.4% |
| 7D | +6.8% | -10.3% | +17.1% | +11.0% |
| 30D | +30.6% | -8.1% | +38.7% | +34.2% |
| 3M | -15.6% | +19.3% | -34.9% | -25.0% |
| 6M | +21.3% | +110.2% | -88.9% | -19.7% |
| YTD | +35.3% | +80.9% | -45.7% | -1.3% |
| 1Y | -2.7% | +73.3% | -76.0% | -16.9% |
| All | -2.7% | +74.0% | -76.7% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling