+1,248.2%
PANW vs MKSI
+524.1%
+724.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.9% |
| 7D | -0.8% | +2.7% | -3.5% | -1.6% |
| 30D | -14.6% | -12.8% | -1.8% | -11.3% |
| 3M | +18.3% | -22.5% | +40.8% | +24.8% |
| 6M | +100.5% | +19.4% | +81.1% | +83.5% |
| YTD | +79.5% | +67.7% | +11.8% | +46.0% |
| 1Y | +66.7% | +131.4% | -64.7% | +20.8% |
| 3Y | +161.2% | +197.3% | -36.1% | +59.7% |
| 5Y | +322.2% | +87.0% | +235.2% | +190.9% |
| All | +1,248.2% | +524.1% | +724.1% | +474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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