+74.5%
UBER vs PANW
+764.2%
-689.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.7% |
| 7D | -4.5% | +2.0% | -6.4% | -5.2% |
| 30D | -7.6% | -11.8% | +4.2% | -4.0% |
| 3M | +5.8% | +28.6% | -22.8% | -8.0% |
| 6M | +0.3% | +104.4% | -104.2% | -30.7% |
| YTD | -11.2% | +83.8% | -95.0% | -36.1% |
| 1Y | -23.0% | +71.5% | -94.5% | -42.7% |
| 3Y | +53.6% | +172.2% | -118.6% | -18.2% |
| 5Y | +81.9% | +332.2% | -250.3% | -31.8% |
| All | +74.5% | +764.2% | -689.7% | -69.9% |
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