+362.8%
PANW vs MCK
+352.0%
+10.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.3% | +9.8% | +13.0% |
| 7D | +12.2% | +0.3% | +11.9% | +12.2% |
| 30D | -2.7% | +4.9% | -7.6% | -2.9% |
| 3M | +33.7% | +16.3% | +17.4% | +32.5% |
| 6M | +123.9% | -3.0% | +126.9% | +125.6% |
| YTD | +103.0% | +11.4% | +91.6% | +101.0% |
| 1Y | +90.5% | +28.6% | +62.0% | +83.5% |
| 3Y | +204.2% | +120.0% | +84.2% | +159.0% |
| 5Y | +362.8% | +358.2% | +4.5% | +255.4% |
| All | +362.8% | +352.0% | +10.8% | +255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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