+73.3%
PANW vs SPGI
-12.7%
+86.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.9% |
| 7D | -10.3% | +0.1% | -10.5% | -10.4% |
| 30D | -8.1% | +8.4% | -16.5% | -10.5% |
| 3M | +19.3% | +11.8% | +7.5% | +14.6% |
| 6M | +110.2% | +5.7% | +104.5% | +104.7% |
| YTD | +80.9% | -9.7% | +90.6% | +84.3% |
| 1Y | +73.3% | -12.5% | +85.7% | +77.0% |
| All | +73.3% | -12.7% | +86.0% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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