+3,620.1%
SOXX vs PANW
+3,497.3%
+122.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.9% |
| 3M | -10.2% | +18.3% | -28.4% | -15.8% |
| 6M | +54.2% | +100.5% | -46.2% | +20.1% |
| YTD | +75.2% | +79.5% | -4.3% | +40.6% |
| 1Y | +107.5% | +66.7% | +40.8% | +70.8% |
| 3Y | +226.8% | +161.2% | +65.5% | +123.2% |
| 5Y | +251.2% | +322.2% | -71.0% | +99.7% |
| 10Y | +1,567.6% | +1,273.8% | +293.9% | +558.9% |
| All | +3,620.1% | +3,497.3% | +122.9% | +1,154.9% |
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 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