+226.8%
SOXX vs PANW
+164.6%
+62.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.6% |
| 7D | +1.4% | -0.8% | +2.2% | +1.6% |
| 30D | -3.6% | -14.6% | +11.0% | +0.7% |
| 3M | -10.2% | +18.3% | -28.4% | -15.6% |
| 6M | +54.2% | +100.5% | -46.2% | +21.3% |
| YTD | +75.2% | +79.5% | -4.3% | +42.5% |
| 1Y | +107.5% | +66.7% | +40.8% | +73.6% |
| 3Y | +226.8% | +161.2% | +65.5% | +119.6% |
| All | +226.8% | +164.6% | +62.1% | +119.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling