+1,254.0%
PANW vs MDB
+978.8%
+275.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +2.1% |
| 7D | -6.9% | -18.0% | +11.1% | -1.8% |
| 30D | -7.4% | -10.7% | +3.3% | -4.4% |
| 3M | +26.5% | +1.0% | +25.6% | +25.9% |
| 6M | +104.2% | +31.6% | +72.5% | +88.2% |
| YTD | +82.9% | -15.2% | +98.1% | +86.1% |
| 1Y | +70.7% | +10.1% | +60.6% | +60.8% |
| 3Y | +170.9% | -5.6% | +176.6% | +145.2% |
| 5Y | +334.1% | -24.5% | +358.7% | +273.3% |
| All | +1,254.0% | +978.8% | +275.2% | +509.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling