+3,722.6%
PANW vs MRK
+441.1%
+3,281.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.4% |
| 7D | +2.0% | -5.0% | +7.0% | +3.1% |
| 30D | -11.8% | +11.0% | -22.8% | -14.4% |
| 3M | +28.6% | +22.4% | +6.2% | +21.5% |
| 6M | +104.4% | +25.4% | +79.0% | +91.2% |
| YTD | +83.8% | +39.5% | +44.3% | +66.0% |
| 1Y | +71.5% | +78.0% | -6.4% | +43.8% |
| 3Y | +172.2% | +45.5% | +126.6% | +136.6% |
| 5Y | +332.2% | +130.3% | +201.9% | +210.2% |
| 10Y | +1,306.4% | +229.8% | +1,076.6% | +749.0% |
| All | +3,722.6% | +441.1% | +3,281.5% | +2,036.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling