+316.7%
PANW vs SPGI
-0.2%
+316.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | -0.8% | -7.4% | +6.6% | +3.3% |
| 30D | -14.6% | +0.4% | -14.9% | -15.1% |
| 3M | +18.3% | +5.3% | +13.0% | +13.7% |
| 6M | +100.5% | +1.7% | +98.8% | +96.4% |
| YTD | +79.5% | -16.4% | +95.9% | +95.6% |
| 1Y | +66.7% | -20.5% | +87.2% | +86.6% |
| 3Y | +161.2% | +14.2% | +147.0% | +130.2% |
| All | +316.7% | -0.2% | +316.9% | +300.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling