+73.3%
PANW vs FIS
-37.2%
+110.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -10.3% | +1.1% | -11.4% | -10.6% |
| 30D | -8.1% | -2.2% | -5.9% | -7.6% |
| 3M | +19.3% | +2.1% | +17.2% | +17.8% |
| 6M | +110.2% | -14.7% | +124.9% | +117.6% |
| YTD | +80.9% | -35.7% | +116.6% | +101.0% |
| 1Y | +73.3% | -37.1% | +110.3% | +94.3% |
| All | +73.3% | -37.2% | +110.5% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling