+316.7%
PANW vs MMM
+26.9%
+289.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.6% |
| 7D | -0.8% | -2.1% | +1.3% | -0.3% |
| 30D | -14.6% | -9.8% | -4.7% | -12.5% |
| 3M | +18.3% | +4.9% | +13.4% | +16.7% |
| 6M | +100.5% | +7.3% | +93.1% | +96.2% |
| YTD | +79.5% | +4.5% | +75.0% | +76.3% |
| 1Y | +66.7% | +5.4% | +61.4% | +63.1% |
| 3Y | +161.2% | +98.6% | +62.7% | +121.9% |
| All | +316.7% | +26.9% | +289.8% | +255.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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