+334.1%
PANW vs MLM
+43.0%
+291.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.3% |
| 7D | -6.9% | +1.4% | -8.3% | -7.6% |
| 30D | -7.4% | -6.5% | -0.9% | -5.1% |
| 3M | +26.5% | -7.4% | +34.0% | +28.9% |
| 6M | +104.2% | -15.8% | +120.0% | +115.2% |
| YTD | +82.9% | -17.4% | +100.4% | +92.3% |
| 1Y | +70.7% | -17.9% | +88.6% | +79.5% |
| 3Y | +170.9% | +18.9% | +152.1% | +125.9% |
| 5Y | +334.1% | +43.4% | +290.7% | +232.8% |
| All | +334.1% | +43.0% | +291.1% | +232.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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