+1,186.3%
PANW vs MS
+575.8%
+610.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.8% |
| 7D | -3.9% | -1.7% | -2.2% | -3.1% |
| 30D | -17.2% | +0.9% | -18.1% | -17.4% |
| 3M | -12.9% | -10.8% | -2.0% | -9.0% |
| 6M | +56.5% | +0.9% | +55.6% | +55.7% |
| YTD | +81.6% | +9.8% | +71.8% | +73.5% |
| 1Y | +53.2% | +17.1% | +36.2% | +42.6% |
| 3Y | +163.9% | +175.7% | -11.8% | +73.0% |
| 5Y | +295.1% | +125.9% | +169.3% | +174.8% |
| 10Y | +1,186.3% | +556.2% | +630.2% | +419.7% |
| All | +1,186.3% | +575.8% | +610.5% | +419.7% |
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