+3,722.6%
PANW vs GIS
+52.4%
+3,670.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.1% | +1.2% |
| 7D | +2.0% | -8.4% | +10.4% | +2.5% |
| 30D | -11.8% | -5.2% | -6.6% | -11.5% |
| 3M | +28.6% | +8.2% | +20.4% | +27.8% |
| 6M | +104.4% | -12.0% | +116.4% | +106.1% |
| YTD | +83.8% | -18.9% | +102.6% | +86.3% |
| 1Y | +71.5% | -23.6% | +95.2% | +74.6% |
| 3Y | +172.2% | -37.6% | +209.8% | +180.3% |
| 5Y | +332.2% | -25.2% | +357.4% | +326.9% |
| 10Y | +1,306.4% | -19.3% | +1,325.7% | +1,253.7% |
| All | +3,722.6% | +52.4% | +3,670.1% | +3,107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling