-35.6%
SMCI vs PANW
+46.2%
-81.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -9.6% | +1.1% | -5.5% |
| 7D | -21.3% | -17.3% | -4.0% | -16.7% |
| 30D | -37.7% | -25.1% | -12.6% | -32.4% |
| 3M | -10.7% | -13.2% | +2.5% | -6.7% |
| 6M | -2.7% | +71.0% | -73.7% | -25.3% |
| YTD | -7.5% | +70.8% | -78.3% | -28.3% |
| 1Y | -35.6% | +47.6% | -83.2% | -43.4% |
| All | -35.6% | +46.2% | -81.8% | -43.4% |
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