+69.6%
V vs PANW
+327.4%
-257.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.2% |
| 7D | -3.0% | +2.0% | -5.0% | -3.3% |
| 30D | +1.2% | -11.8% | +13.0% | +2.9% |
| 3M | +13.9% | +28.6% | -14.7% | +8.2% |
| 6M | +17.2% | +104.4% | -87.2% | +1.8% |
| YTD | +5.3% | +83.8% | -78.4% | -7.0% |
| 1Y | +9.5% | +71.5% | -62.1% | -2.3% |
| 3Y | +51.9% | +172.2% | -120.2% | +19.5% |
| 5Y | +69.6% | +332.2% | -262.6% | +14.1% |
| All | +69.6% | +327.4% | -257.8% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling