+3,722.6%
PANW vs MKC
+120.2%
+3,602.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +2.0% | -2.8% | +4.8% | +2.5% |
| 30D | -11.8% | -3.4% | -8.4% | -11.3% |
| 3M | +28.6% | +3.8% | +24.8% | +27.4% |
| 6M | +104.4% | -17.9% | +122.4% | +111.6% |
| YTD | +83.8% | -23.6% | +107.4% | +92.5% |
| 1Y | +71.5% | -23.1% | +94.6% | +78.8% |
| 3Y | +172.2% | -31.5% | +203.7% | +188.7% |
| 5Y | +332.2% | -33.1% | +365.3% | +353.3% |
| 10Y | +1,306.4% | +29.3% | +1,277.1% | +1,046.0% |
| All | +3,722.6% | +120.2% | +3,602.4% | +2,298.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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