+316.7%
PANW vs MRK
+128.0%
+188.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | -0.8% | -4.3% | +3.5% | -0.8% |
| 30D | -14.6% | +8.3% | -22.8% | -14.8% |
| 3M | +18.3% | +20.0% | -1.8% | +17.5% |
| 6M | +100.5% | +25.7% | +74.8% | +98.7% |
| YTD | +79.5% | +38.7% | +40.8% | +76.0% |
| 1Y | +66.7% | +74.7% | -8.0% | +59.9% |
| 3Y | +161.2% | +45.4% | +115.9% | +150.2% |
| All | +316.7% | +128.0% | +188.6% | +290.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling