+256.3%
MUU vs PANW
+104.5%
+151.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.3% | -9.8% |
| 7D | +3.6% | +2.0% | +1.6% | +2.5% |
| 30D | +22.3% | -11.8% | +34.1% | +30.1% |
| 3M | -8.2% | +28.6% | -36.8% | -22.1% |
| 6M | +256.3% | +104.4% | +151.9% | +168.7% |
| All | +256.3% | +104.5% | +151.8% | +168.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling