+62.2%
PANW vs GIS
-17.8%
+80.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.8% | -0.1% |
| 7D | -11.8% | +8.5% | -20.2% | -11.0% |
| 30D | -14.4% | +15.3% | -29.8% | -13.5% |
| 3M | -5.0% | +0.9% | -5.9% | -4.2% |
| 6M | +88.6% | +7.9% | +80.6% | +92.1% |
| YTD | +88.9% | -17.6% | +106.5% | +84.9% |
| 1Y | +62.2% | -17.4% | +79.6% | +59.0% |
| All | +62.2% | -17.8% | +80.0% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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