+87.6%
SMH vs PANW
+67.0%
+20.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.0% |
| 7D | +0.3% | -0.8% | +1.1% | +0.4% |
| 30D | -2.8% | -14.6% | +11.8% | +0.3% |
| 3M | -6.7% | +18.3% | -25.0% | -10.5% |
| 6M | +41.8% | +100.5% | -58.7% | +22.6% |
| YTD | +57.9% | +79.5% | -21.6% | +43.3% |
| 1Y | +87.6% | +66.7% | +20.9% | +79.4% |
| All | +87.6% | +67.0% | +20.6% | +79.4% |
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