+66.7%
PANW vs GIS
-24.1%
+90.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.4% |
| 7D | -0.8% | -6.4% | +5.6% | -1.5% |
| 30D | -14.6% | -6.1% | -8.5% | -14.9% |
| 3M | +18.3% | +7.8% | +10.5% | +20.5% |
| 6M | +100.5% | -8.8% | +109.3% | +97.3% |
| YTD | +79.5% | -19.1% | +98.6% | +73.8% |
| 1Y | +66.7% | -24.8% | +91.5% | +57.4% |
| All | +66.7% | -24.1% | +90.8% | +57.4% |
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