+316.7%
PANW vs MDT
-19.5%
+336.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -0.8% | -3.4% | +2.6% | -0.3% |
| 30D | -14.6% | +0.2% | -14.8% | -14.7% |
| 3M | +18.3% | +14.3% | +4.0% | +15.4% |
| 6M | +100.5% | +4.0% | +96.5% | +99.6% |
| YTD | +79.5% | -3.7% | +83.2% | +81.3% |
| 1Y | +66.7% | -0.4% | +67.1% | +66.7% |
| 3Y | +161.2% | +23.3% | +137.9% | +141.8% |
| All | +316.7% | -19.5% | +336.2% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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