+71.5%
PANW vs MS
+42.2%
+29.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.5% |
| 7D | +2.0% | -2.1% | +4.0% | +2.8% |
| 30D | -11.8% | -1.1% | -10.7% | -11.4% |
| 3M | +28.6% | +3.5% | +25.1% | +26.8% |
| 6M | +104.4% | +33.7% | +70.7% | +87.3% |
| YTD | +83.8% | +21.8% | +62.0% | +72.2% |
| 1Y | +71.5% | +41.1% | +30.4% | +52.4% |
| All | +71.5% | +42.2% | +29.3% | +52.4% |
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