+332.2%
PANW vs M
+13.6%
+318.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.7% | +5.7% | +1.8% |
| 7D | +2.0% | -8.8% | +10.7% | +3.6% |
| 30D | -11.8% | -16.4% | +4.6% | -9.1% |
| 3M | +28.6% | -10.8% | +39.4% | +30.6% |
| 6M | +104.4% | +16.1% | +88.3% | +97.2% |
| YTD | +83.8% | -5.3% | +89.0% | +83.1% |
| 1Y | +71.5% | +24.9% | +46.7% | +61.3% |
| 3Y | +172.2% | +97.5% | +74.6% | +121.1% |
| 5Y | +332.2% | +20.4% | +311.8% | +292.8% |
| All | +332.2% | +13.6% | +318.6% | +292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 5y: compounded portfolio wealth divided by compounded M 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…
5y analysis · Full analysis span regression · 6 months rolling