+3,722.6%
PANW vs MTB
+310.5%
+3,412.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +2.0% | -0.4% | +2.4% | +2.1% |
| 30D | -11.8% | -4.6% | -7.2% | -10.8% |
| 3M | +28.6% | +7.4% | +21.2% | +26.1% |
| 6M | +104.4% | +18.7% | +85.7% | +94.9% |
| YTD | +83.8% | +21.1% | +62.7% | +73.7% |
| 1Y | +71.5% | +24.1% | +47.5% | +60.8% |
| 3Y | +172.2% | +115.3% | +56.8% | +117.6% |
| 5Y | +332.2% | +106.0% | +226.2% | +242.4% |
| 10Y | +1,306.4% | +171.6% | +1,134.8% | +801.5% |
| All | +3,722.6% | +310.5% | +3,412.1% | +2,210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling