+274.4%
PANW vs MSFU
+72.2%
+202.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.9% |
| 7D | -6.9% | -3.2% | -3.8% | -6.0% |
| 30D | -7.4% | -3.1% | -4.3% | -6.5% |
| 3M | +26.5% | +35.3% | -8.7% | +11.8% |
| 6M | +104.2% | +31.6% | +72.6% | +81.0% |
| YTD | +82.9% | -9.5% | +92.5% | +82.7% |
| 1Y | +70.7% | -18.4% | +89.1% | +75.9% |
| 3Y | +170.9% | +26.9% | +144.0% | +123.5% |
| All | +274.4% | +72.2% | +202.2% | +171.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling