-6.4%
T vs PANW
+61.3%
-67.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.0% |
| 7D | +5.5% | -11.8% | +17.2% | +3.6% |
| 30D | -8.9% | -14.4% | +5.5% | -10.3% |
| 3M | -5.6% | -5.0% | -0.6% | -5.9% |
| 6M | -14.3% | +88.6% | -102.9% | -6.6% |
| YTD | -7.9% | +88.9% | -96.9% | -0.1% |
| 1Y | -6.4% | +62.2% | -68.7% | -0.1% |
| All | -6.4% | +61.3% | -67.8% | -0.1% |
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