+2,151.4%
META vs PANW
+3,499.9%
-1,348.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.4% | -0.3% | +3.5% |
| 7D | +5.7% | -5.9% | +11.6% | +7.5% |
| 30D | -10.8% | -21.0% | +10.2% | -4.9% |
| 3M | +8.4% | -9.1% | +17.5% | +9.5% |
| 6M | +5.4% | +59.2% | -53.8% | -11.5% |
| YTD | -2.6% | +79.6% | -82.2% | -22.1% |
| 1Y | +3.5% | +55.9% | -52.4% | -13.6% |
| 3Y | +102.0% | +172.8% | -70.8% | +35.8% |
| 5Y | +93.1% | +287.5% | -194.4% | +13.6% |
| 10Y | +425.7% | +1,148.5% | -722.8% | +114.8% |
| All | +2,151.4% | +3,499.9% | -1,348.5% | +552.3% |
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