-9.1%
T vs PANW
+74.0%
-83.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -1.9% |
| 7D | -1.3% | -10.3% | +9.0% | -2.6% |
| 30D | +11.4% | -8.1% | +19.5% | +10.5% |
| 3M | +14.3% | +19.3% | -5.1% | +17.1% |
| 6M | -9.3% | +110.2% | -119.4% | +0.9% |
| YTD | +7.1% | +80.9% | -73.8% | +15.9% |
| 1Y | -9.1% | +73.3% | -82.3% | -1.5% |
| All | -9.1% | +74.0% | -83.1% | -1.5% |
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