+316.7%
PANW vs MGY
+88.8%
+227.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -0.8% | +3.5% | -4.3% | -1.3% |
| 30D | -14.6% | +5.3% | -19.8% | -15.3% |
| 3M | +18.3% | +2.6% | +15.6% | +17.4% |
| 6M | +100.5% | -3.3% | +103.8% | +100.3% |
| YTD | +79.5% | +29.2% | +50.3% | +69.6% |
| 1Y | +66.7% | +18.0% | +48.7% | +60.0% |
| 3Y | +161.2% | +30.0% | +131.2% | +142.4% |
| All | +316.7% | +88.8% | +227.9% | +284.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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