+63.9%
META vs PANW
+338.1%
-274.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | +6.0% | -6.9% | +13.0% | +8.2% |
| 30D | +3.6% | -7.4% | +11.0% | +5.2% |
| 3M | +4.9% | +26.5% | -21.6% | -5.0% |
| 6M | -4.7% | +104.2% | -108.9% | -28.7% |
| YTD | -6.9% | +82.9% | -89.8% | -28.0% |
| 1Y | -18.2% | +70.7% | -88.9% | -35.2% |
| 3Y | +107.8% | +170.9% | -63.2% | +27.1% |
| 5Y | +63.9% | +334.1% | -270.2% | -25.7% |
| All | +63.9% | +338.1% | -274.2% | -25.7% |
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