+30.0%
SOXX vs PANW
+46.2%
-16.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -9.6% | -2.6% | -10.2% |
| 7D | -23.0% | -17.3% | -5.7% | -20.1% |
| 30D | -32.9% | -25.1% | -7.8% | -29.5% |
| 3M | -25.4% | -13.2% | -12.2% | -23.1% |
| 6M | -17.9% | +71.0% | -89.0% | -22.4% |
| YTD | +31.6% | +70.8% | -39.2% | +27.9% |
| 1Y | +30.0% | +47.6% | -17.7% | +36.6% |
| All | +30.0% | +46.2% | -16.3% | +36.6% |
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