+167.4%
PANW vs SPGI
+13.8%
+153.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.9% |
| 7D | +2.0% | -8.9% | +10.9% | +6.5% |
| 30D | -11.8% | +0.6% | -12.5% | -12.4% |
| 3M | +28.6% | +2.0% | +26.6% | +26.1% |
| 6M | +104.4% | +0.1% | +104.3% | +102.3% |
| YTD | +83.8% | -16.4% | +100.2% | +99.6% |
| 1Y | +71.5% | -18.9% | +90.5% | +89.3% |
| All | +167.4% | +13.8% | +153.7% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling