+332.2%
PANW vs MSI
+100.4%
+231.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | +2.0% | -1.8% | +3.7% | +2.8% |
| 30D | -11.8% | -0.6% | -11.2% | -11.6% |
| 3M | +28.6% | +13.0% | +15.6% | +20.9% |
| 6M | +104.4% | +0.5% | +103.9% | +102.2% |
| YTD | +83.8% | +21.7% | +62.1% | +62.7% |
| 1Y | +71.5% | -2.6% | +74.1% | +71.8% |
| 3Y | +172.2% | +69.7% | +102.5% | +90.2% |
| 5Y | +332.2% | +102.8% | +229.4% | +162.1% |
| All | +332.2% | +100.4% | +231.8% | +162.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling