+2,989.4%
SMCI vs PANW
+3,497.3%
-507.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.3% | +9.6% | +8.0% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | +6.6% | -14.6% | +21.2% | +11.5% |
| 3M | +25.4% | +18.3% | +7.1% | +16.9% |
| 6M | +26.1% | +100.5% | -74.3% | -0.9% |
| YTD | +37.0% | +79.5% | -42.5% | +11.1% |
| 1Y | -8.8% | +66.7% | -75.5% | -23.9% |
| 3Y | +44.6% | +161.2% | -116.6% | +4.3% |
| 5Y | +995.9% | +322.2% | +673.7% | +577.9% |
| 10Y | +1,801.4% | +1,273.8% | +527.6% | +713.7% |
| All | +2,989.4% | +3,497.3% | -507.9% | +943.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling