+62.2%
PANW vs MRK
+87.2%
-24.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | +0.6% |
| 7D | -11.8% | +6.7% | -18.5% | -9.8% |
| 30D | -14.4% | +7.8% | -22.2% | -12.2% |
| 3M | -5.0% | +18.2% | -23.2% | 0.0% |
| 6M | +88.6% | +34.7% | +53.9% | +106.2% |
| YTD | +88.9% | +45.8% | +43.2% | +103.3% |
| 1Y | +62.2% | +84.6% | -22.3% | +67.1% |
| All | +62.2% | +87.2% | -24.9% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 1y: compounded portfolio wealth divided by compounded MRK 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…
1y analysis · Full analysis span regression · 6 months rolling