+1,228.5%
PANW vs MDB
+997.6%
+230.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.5% |
| 7D | -0.8% | -1.8% | +1.0% | -0.3% |
| 30D | -14.6% | -17.3% | +2.7% | -10.0% |
| 3M | +18.3% | +2.2% | +16.1% | +17.3% |
| 6M | +100.5% | +33.9% | +66.6% | +83.9% |
| YTD | +79.5% | -13.7% | +93.2% | +81.7% |
| 1Y | +66.7% | +9.1% | +57.7% | +57.4% |
| 3Y | +161.2% | -8.1% | +169.4% | +138.1% |
| 5Y | +322.2% | -25.9% | +348.1% | +264.6% |
| All | +1,228.5% | +997.6% | +230.9% | +495.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling