+161.2%
PANW vs MKTX
-25.3%
+186.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -14.6% | +0.7% | -15.3% | -14.6% |
| 3M | +18.3% | +40.8% | -22.5% | +15.2% |
| 6M | +100.5% | -8.0% | +108.5% | +101.4% |
| YTD | +79.5% | -8.7% | +88.2% | +80.1% |
| 1Y | +66.7% | -11.8% | +78.6% | +67.3% |
| 3Y | +161.2% | -24.0% | +185.3% | +153.3% |
| All | +161.2% | -25.3% | +186.5% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling