+3,663.5%
PANW vs M
+11.4%
+3,652.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | 0.0% |
| 7D | -10.3% | +4.7% | -15.0% | -10.9% |
| 30D | -8.1% | -9.6% | +1.5% | -6.9% |
| 3M | +19.3% | +0.9% | +18.5% | +18.8% |
| 6M | +110.2% | +22.3% | +87.9% | +103.1% |
| YTD | +80.9% | +6.5% | +74.4% | +77.6% |
| 1Y | +73.3% | +38.8% | +34.5% | +63.1% |
| 3Y | +174.6% | +115.9% | +58.7% | +135.0% |
| 5Y | +327.1% | +28.6% | +298.4% | +281.6% |
| 10Y | +1,277.3% | -2.5% | +1,279.8% | +1,085.3% |
| All | +3,663.5% | +11.4% | +3,652.1% | +3,205.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling