+316.7%
PANW vs DBX
+11.7%
+305.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -3.1% |
| 7D | -0.8% | +2.1% | -2.9% | -1.9% |
| 30D | -14.6% | +5.7% | -20.3% | -17.1% |
| 3M | +18.3% | +31.8% | -13.5% | +1.7% |
| 6M | +100.5% | +37.5% | +63.0% | +66.9% |
| YTD | +79.5% | +27.9% | +51.6% | +55.2% |
| 1Y | +66.7% | +15.0% | +51.7% | +51.4% |
| 3Y | +161.2% | +27.2% | +134.1% | +114.0% |
| All | +316.7% | +11.7% | +305.0% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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