+161.2%
PANW vs MTB
+114.2%
+47.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.7% | -2.4% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -14.6% | -4.8% | -9.8% | -13.5% |
| 3M | +18.3% | +6.0% | +12.3% | +16.6% |
| 6M | +100.5% | +19.6% | +80.9% | +91.3% |
| YTD | +79.5% | +21.5% | +58.0% | +69.8% |
| 1Y | +66.7% | +24.7% | +42.0% | +56.1% |
| 3Y | +161.2% | +108.6% | +52.7% | +121.2% |
| All | +161.2% | +114.2% | +47.0% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling