+167.4%
PANW vs FIS
-25.6%
+193.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.7% |
| 7D | +2.0% | -8.9% | +10.9% | +4.4% |
| 30D | -11.8% | -9.9% | -1.9% | -9.5% |
| 3M | +28.6% | 0.0% | +28.6% | +27.0% |
| 6M | +104.4% | -22.9% | +127.3% | +118.0% |
| YTD | +83.8% | -40.9% | +124.6% | +111.8% |
| 1Y | +71.5% | -40.4% | +112.0% | +96.9% |
| All | +167.4% | -25.6% | +193.0% | +170.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling