+334.1%
PANW vs MOS
-7.1%
+341.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.7% |
| 7D | -6.9% | +7.1% | -14.0% | -7.9% |
| 30D | -7.4% | +15.0% | -22.4% | -9.5% |
| 3M | +26.5% | +24.1% | +2.4% | +21.9% |
| 6M | +104.2% | +2.7% | +101.4% | +101.4% |
| YTD | +82.9% | +12.2% | +70.8% | +77.2% |
| 1Y | +70.7% | -16.3% | +87.0% | +73.4% |
| 3Y | +170.9% | -23.3% | +194.2% | +173.8% |
| 5Y | +334.1% | -4.2% | +338.3% | +323.3% |
| All | +334.1% | -7.1% | +341.2% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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