+1,248.2%
PANW vs MSI
+605.3%
+642.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | -14.6% | -0.8% | -13.8% | -14.3% |
| 3M | +18.3% | +13.9% | +4.3% | +11.2% |
| 6M | +100.5% | +1.3% | +99.1% | +97.2% |
| YTD | +79.5% | +22.3% | +57.2% | +61.0% |
| 1Y | +66.7% | -3.9% | +70.6% | +67.0% |
| 3Y | +161.2% | +69.9% | +91.4% | +97.7% |
| 5Y | +322.2% | +103.8% | +218.4% | +190.2% |
| All | +1,248.2% | +605.3% | +642.9% | +445.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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