+276.1%
PANW vs MSFU
+71.2%
+204.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.0% | -6.9% | +8.9% | +4.4% |
| 30D | -11.8% | -5.1% | -6.7% | -10.4% |
| 3M | +28.6% | +44.6% | -16.0% | +10.8% |
| 6M | +104.4% | +32.8% | +71.6% | +80.7% |
| YTD | +83.8% | -10.1% | +93.8% | +83.9% |
| 1Y | +71.5% | -19.4% | +90.9% | +77.5% |
| 3Y | +172.2% | +26.2% | +146.0% | +125.0% |
| All | +276.1% | +71.2% | +204.9% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling