+316.7%
PANW vs FISV
-53.5%
+370.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.4% | -7.7% | -3.6% |
| 7D | -0.8% | -2.7% | +1.9% | -0.2% |
| 30D | -14.6% | 0.0% | -14.6% | -14.7% |
| 3M | +18.3% | -2.8% | +21.1% | +18.3% |
| 6M | +100.5% | -11.8% | +112.3% | +105.0% |
| YTD | +79.5% | -23.2% | +102.7% | +89.5% |
| 1Y | +66.7% | -62.0% | +128.7% | +101.8% |
| 3Y | +161.2% | -57.6% | +218.8% | +177.2% |
| All | +316.7% | -53.5% | +370.1% | +286.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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