+1,135.8%
PANW vs MS
+549.7%
+586.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +2.7% | +5.1% | -2.4% | +0.7% |
| 30D | -14.1% | +5.7% | -19.8% | -15.9% |
| 3M | -18.6% | -12.2% | -6.5% | -14.5% |
| 6M | +41.5% | -0.5% | +42.0% | +41.5% |
| YTD | +74.9% | +9.8% | +65.1% | +67.1% |
| 1Y | +57.4% | +17.7% | +39.6% | +46.2% |
| 3Y | +152.1% | +176.8% | -24.7% | +65.0% |
| 5Y | +275.3% | +123.7% | +151.6% | +161.9% |
| All | +1,135.8% | +549.7% | +586.1% | +413.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling