+62.2%
PANW vs MS
+22.2%
+40.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.9% | -2.0% |
| 7D | -11.8% | +2.6% | -14.4% | -12.6% |
| 30D | -14.4% | +2.6% | -17.0% | -15.2% |
| 3M | -5.0% | -10.1% | +5.1% | -1.7% |
| 6M | +88.6% | +4.4% | +84.2% | +85.7% |
| YTD | +88.9% | +11.7% | +77.2% | +80.6% |
| 1Y | +62.2% | +20.9% | +41.3% | +46.6% |
| All | +62.2% | +22.2% | +40.0% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 1y: compounded portfolio wealth divided by compounded MS 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…
1y analysis · Full analysis span regression · 6 months rolling