+66.7%
PANW vs DHI
-21.2%
+87.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.2% |
| 7D | -0.8% | -3.4% | +2.6% | -0.9% |
| 30D | -14.6% | -5.4% | -9.1% | -14.8% |
| 3M | +18.3% | -10.4% | +28.7% | +17.6% |
| 6M | +100.5% | -2.8% | +103.2% | +98.7% |
| YTD | +79.5% | -3.4% | +82.9% | +77.2% |
| 1Y | +66.7% | -22.9% | +89.6% | +64.5% |
| All | +66.7% | -21.2% | +87.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling