+4,176.1%
SMH vs PANW
+3,582.6%
+593.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -2.8% |
| 7D | +1.4% | +2.0% | -0.6% | +0.8% |
| 30D | -2.2% | -11.8% | +9.6% | +1.2% |
| 3M | -1.9% | +28.6% | -30.5% | -10.3% |
| 6M | +41.0% | +104.4% | -63.4% | +9.8% |
| YTD | +55.6% | +83.8% | -28.2% | +24.6% |
| 1Y | +86.8% | +71.5% | +15.3% | +53.0% |
| 3Y | +277.7% | +172.2% | +105.5% | +157.7% |
| 5Y | +324.2% | +332.2% | -8.0% | +144.0% |
| 10Y | +1,828.6% | +1,306.4% | +522.2% | +687.7% |
| All | +4,176.1% | +3,582.6% | +593.5% | +1,435.1% |
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