+1,248.2%
PANW vs MA
+518.9%
+729.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.7% |
| 7D | -0.8% | -1.7% | +0.9% | +0.1% |
| 30D | -14.6% | +1.7% | -16.3% | -15.6% |
| 3M | +18.3% | +17.2% | +1.1% | +8.0% |
| 6M | +100.5% | +13.3% | +87.2% | +86.0% |
| YTD | +79.5% | +0.2% | +79.3% | +77.3% |
| 1Y | +66.7% | -2.7% | +69.4% | +66.9% |
| 3Y | +161.2% | +39.1% | +122.2% | +113.1% |
| 5Y | +322.2% | +68.8% | +253.4% | +204.3% |
| All | +1,248.2% | +518.9% | +729.3% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 10y: compounded portfolio wealth divided by compounded MA 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…
10y analysis · Full analysis span regression · 6 months rolling