+3,684.3%
PANW vs MUB
+32.9%
+3,651.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.1% |
| 7D | +2.0% | -0.7% | +2.7% | +2.6% |
| 30D | -13.0% | -2.0% | -11.0% | -11.5% |
| 3M | +28.6% | -2.5% | +31.2% | +31.5% |
| 6M | +103.0% | -2.3% | +105.3% | +107.2% |
| YTD | +81.9% | -1.3% | +83.2% | +84.2% |
| 1Y | +69.6% | +1.1% | +68.5% | +68.6% |
| 3Y | +169.4% | +8.2% | +161.2% | +153.8% |
| 5Y | +331.0% | +1.5% | +329.5% | +322.3% |
| 10Y | +1,292.3% | +17.6% | +1,274.7% | +1,240.8% |
| All | +3,684.3% | +32.9% | +3,651.4% | +3,371.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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