+763.4%
PANW vs MP
+448.5%
+314.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.4% | -0.3% |
| 7D | +2.0% | -0.7% | +2.7% | +2.1% |
| 30D | -13.0% | -0.7% | -12.3% | -13.0% |
| 3M | +28.6% | 0.0% | +28.6% | +28.1% |
| 6M | +103.0% | -10.0% | +112.9% | +102.8% |
| YTD | +81.9% | +7.5% | +74.4% | +77.3% |
| 1Y | +69.6% | -14.0% | +83.6% | +67.5% |
| 3Y | +169.4% | +153.5% | +15.9% | +116.2% |
| 5Y | +331.0% | +62.7% | +268.3% | +266.7% |
| All | +763.4% | +448.5% | +314.9% | +611.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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