+161.2%
PANW vs GIS
-37.5%
+198.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.4% |
| 7D | -0.8% | -6.4% | +5.6% | -1.8% |
| 30D | -14.6% | -6.1% | -8.5% | -15.2% |
| 3M | +18.3% | +7.8% | +10.5% | +20.5% |
| 6M | +100.5% | -8.8% | +109.3% | +97.8% |
| YTD | +79.5% | -19.1% | +98.6% | +73.6% |
| 1Y | +66.7% | -24.8% | +91.5% | +59.2% |
| 3Y | +161.2% | -37.6% | +198.8% | +149.4% |
| All | +161.2% | -37.5% | +198.7% | +149.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling