+730.2%
PANW vs MP
+291.5%
+438.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.5% |
| 7D | +2.7% | +9.5% | -6.8% | +1.6% |
| 30D | -14.1% | -3.0% | -11.1% | -13.8% |
| 3M | -18.6% | -30.4% | +11.7% | -15.5% |
| 6M | +41.5% | -39.2% | +80.6% | +48.3% |
| YTD | +74.9% | -23.3% | +98.2% | +76.8% |
| 1Y | +57.4% | -32.6% | +90.0% | +61.1% |
| 3Y | +152.1% | +159.3% | -7.2% | +98.0% |
| 5Y | +275.3% | -16.4% | +291.7% | +240.7% |
| All | +730.2% | +291.5% | +438.7% | +609.0% |
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