+66.7%
PANW vs MSI
-2.0%
+68.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.8% |
| 30D | -14.6% | -0.8% | -13.8% | -14.4% |
| 3M | +18.3% | +13.9% | +4.3% | +18.2% |
| 6M | +100.5% | +1.3% | +99.1% | +99.6% |
| YTD | +79.5% | +22.3% | +57.2% | +76.5% |
| 1Y | +66.7% | -3.9% | +70.6% | +76.5% |
| All | +66.7% | -2.0% | +68.7% | +76.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling