+3,722.6%
PANW vs DG
+174.5%
+3,548.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.2% |
| 7D | +2.0% | -6.3% | +8.3% | +3.0% |
| 30D | -11.8% | +2.4% | -14.2% | -12.2% |
| 3M | +28.6% | +12.4% | +16.2% | +25.8% |
| 6M | +104.4% | -14.9% | +119.4% | +108.7% |
| YTD | +83.8% | -6.1% | +89.8% | +84.3% |
| 1Y | +71.5% | +17.9% | +53.7% | +64.9% |
| 3Y | +172.2% | +3.1% | +169.0% | +158.7% |
| 5Y | +332.2% | -38.7% | +370.9% | +360.4% |
| 10Y | +1,306.4% | +99.6% | +1,206.7% | +978.6% |
| All | +3,722.6% | +174.5% | +3,548.1% | +2,472.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling