+316.7%
PANW vs DG
-37.9%
+354.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.4% |
| 7D | -0.8% | -6.5% | +5.7% | -0.5% |
| 30D | -14.6% | +4.2% | -18.7% | -14.7% |
| 3M | +18.3% | +9.5% | +8.8% | +17.6% |
| 6M | +100.5% | -13.1% | +113.6% | +101.0% |
| YTD | +79.5% | -4.8% | +84.3% | +79.3% |
| 1Y | +66.7% | +20.6% | +46.1% | +64.8% |
| 3Y | +161.2% | +4.9% | +156.3% | +159.7% |
| All | +316.7% | -37.9% | +354.6% | +358.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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