+3,705.5%
PANW vs FIS
+56.8%
+3,648.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.9% | +7.0% | +3.5% |
| 7D | -6.9% | -3.5% | -3.5% | -5.9% |
| 30D | -7.4% | -7.8% | +0.4% | -4.7% |
| 3M | +26.5% | +0.8% | +25.7% | +24.5% |
| 6M | +104.2% | -21.9% | +126.1% | +122.4% |
| YTD | +82.9% | -39.5% | +122.4% | +120.6% |
| 1Y | +70.7% | -41.0% | +111.7% | +107.3% |
| 3Y | +170.9% | -23.6% | +194.6% | +187.2% |
| 5Y | +334.1% | -65.6% | +399.8% | +532.2% |
| 10Y | +1,275.6% | -40.2% | +1,315.8% | +1,328.6% |
| All | +3,705.5% | +56.8% | +3,648.8% | +2,562.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling