+1,248.2%
PANW vs GIS
-19.5%
+1,267.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -0.8% | -6.4% | +5.6% | -0.7% |
| 30D | -14.6% | -6.1% | -8.5% | -14.5% |
| 3M | +18.3% | +7.8% | +10.5% | +18.2% |
| 6M | +100.5% | -8.8% | +109.3% | +100.9% |
| YTD | +79.5% | -19.1% | +98.6% | +80.4% |
| 1Y | +66.7% | -24.8% | +91.5% | +67.8% |
| 3Y | +161.2% | -37.6% | +198.8% | +163.8% |
| 5Y | +322.2% | -25.4% | +347.6% | +314.9% |
| All | +1,248.2% | -19.5% | +1,267.7% | +1,204.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling