+316.7%
PANW vs MO
+99.8%
+216.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -14.6% | +7.1% | -21.7% | -13.8% |
| 3M | +18.3% | -2.0% | +20.2% | +18.3% |
| 6M | +100.5% | +7.3% | +93.2% | +101.7% |
| YTD | +79.5% | +23.5% | +56.0% | +81.5% |
| 1Y | +66.7% | +11.0% | +55.7% | +68.1% |
| 3Y | +161.2% | +95.0% | +66.2% | +161.8% |
| All | +316.7% | +99.8% | +216.8% | +328.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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