+1,248.2%
PANW vs MRSH
+218.8%
+1,029.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -0.8% | -4.8% | +4.0% | +1.5% |
| 30D | -14.6% | -6.3% | -8.2% | -12.0% |
| 3M | +18.3% | +5.8% | +12.5% | +13.5% |
| 6M | +100.5% | +2.8% | +97.7% | +94.5% |
| YTD | +79.5% | -3.1% | +82.6% | +78.1% |
| 1Y | +66.7% | -11.3% | +78.0% | +72.8% |
| 3Y | +161.2% | -5.0% | +166.2% | +158.5% |
| 5Y | +322.2% | +19.2% | +303.0% | +263.9% |
| All | +1,248.2% | +218.8% | +1,029.4% | +654.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling