+157.5%
PANW vs MS
+173.7%
-16.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -6.8% | +0.8% | -7.6% | -6.9% |
| 30D | -22.1% | -0.7% | -21.4% | -21.8% |
| 3M | -15.2% | -12.4% | -2.9% | -10.8% |
| 6M | +57.0% | -1.7% | +58.7% | +57.7% |
| YTD | +77.2% | +8.0% | +69.1% | +70.1% |
| 1Y | +50.7% | +16.2% | +34.5% | +40.1% |
| 3Y | +157.5% | +171.3% | -13.8% | +96.3% |
| All | +157.5% | +173.7% | -16.3% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling