+316.7%
PANW vs FIS
-65.4%
+382.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | -0.8% | -9.0% | +8.2% | +1.9% |
| 30D | -14.6% | -9.0% | -5.5% | -12.3% |
| 3M | +18.3% | -0.5% | +18.8% | +17.3% |
| 6M | +100.5% | -23.1% | +123.6% | +114.8% |
| YTD | +79.5% | -41.5% | +121.0% | +108.9% |
| 1Y | +66.7% | -42.2% | +108.9% | +94.4% |
| 3Y | +161.2% | -26.3% | +187.6% | +177.6% |
| All | +316.7% | -65.4% | +382.0% | +435.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling