+1,199.0%
V vs PANW
+3,566.1%
-2,367.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.9% |
| 7D | -1.1% | -6.9% | +5.9% | +0.3% |
| 30D | +1.9% | -7.4% | +9.3% | +3.0% |
| 3M | +15.5% | +26.5% | -11.0% | +8.6% |
| 6M | +16.6% | +104.2% | -87.6% | -2.1% |
| YTD | +5.7% | +82.9% | -77.2% | -9.4% |
| 1Y | +8.6% | +70.7% | -62.2% | -5.7% |
| 3Y | +52.5% | +170.9% | -118.4% | +14.7% |
| 5Y | +67.1% | +334.1% | -267.0% | +8.2% |
| 10Y | +376.8% | +1,275.6% | -898.8% | +127.1% |
| All | +1,199.0% | +3,566.1% | -2,367.1% | +445.4% |
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