+3,684.3%
PANW vs MDT
+234.5%
+3,449.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.4% |
| 7D | +2.0% | -0.3% | +2.3% | +2.1% |
| 30D | -13.0% | +2.8% | -15.7% | -14.1% |
| 3M | +28.6% | +13.1% | +15.5% | +21.6% |
| 6M | +103.0% | +2.3% | +100.6% | +98.9% |
| YTD | +81.9% | -2.7% | +84.6% | +81.3% |
| 1Y | +69.6% | +0.9% | +68.8% | +66.0% |
| 3Y | +169.4% | +26.8% | +142.6% | +131.4% |
| 5Y | +331.0% | -19.5% | +350.5% | +356.8% |
| 10Y | +1,292.3% | +40.6% | +1,251.7% | +948.3% |
| All | +3,684.3% | +234.5% | +3,449.8% | +2,014.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling