+2,063.4%
META vs PANW
+3,525.7%
-1,462.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +6.7% | -10.3% | +17.0% | +9.8% |
| 30D | +4.8% | -8.1% | +12.9% | +6.5% |
| 3M | -1.6% | +19.3% | -21.0% | -8.1% |
| 6M | -7.5% | +110.2% | -117.6% | -28.5% |
| YTD | -6.4% | +80.9% | -87.3% | -24.6% |
| 1Y | -17.3% | +73.3% | -90.6% | -32.7% |
| 3Y | +109.9% | +174.6% | -64.7% | +42.2% |
| 5Y | +65.4% | +327.1% | -261.7% | -4.4% |
| 10Y | +391.8% | +1,277.3% | -885.5% | +98.2% |
| All | +2,063.4% | +3,525.7% | -1,462.3% | +531.5% |
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