+316.7%
PANW vs MRSH
+18.2%
+298.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -0.8% | -4.8% | +4.0% | +1.4% |
| 30D | -14.6% | -6.3% | -8.2% | -12.2% |
| 3M | +18.3% | +5.8% | +12.5% | +13.4% |
| 6M | +100.5% | +2.8% | +97.7% | +94.4% |
| YTD | +79.5% | -3.1% | +82.6% | +78.1% |
| 1Y | +66.7% | -11.3% | +78.0% | +73.8% |
| 3Y | +161.2% | -5.0% | +166.2% | +156.0% |
| All | +316.7% | +18.2% | +298.5% | +232.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling