+113.9%
SOXX vs PANW
+74.0%
+39.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | +2.2% | -10.3% | +12.5% | +4.5% |
| 30D | -2.0% | -8.1% | +6.1% | -0.5% |
| 3M | -13.7% | +19.3% | -33.0% | -17.2% |
| 6M | +52.4% | +110.2% | -57.8% | +31.4% |
| YTD | +72.8% | +80.9% | -8.1% | +58.8% |
| 1Y | +113.9% | +73.3% | +40.6% | +109.9% |
| All | +113.9% | +74.0% | +39.9% | +109.9% |
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