+62.2%
PANW vs DHR
+11.6%
+50.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | -11.8% | +0.4% | -12.1% | -11.8% |
| 30D | -14.4% | +6.2% | -20.6% | -14.7% |
| 3M | -5.0% | +20.8% | -25.8% | -5.8% |
| 6M | +88.6% | +35.5% | +53.1% | +84.8% |
| YTD | +88.9% | +3.2% | +85.7% | +90.3% |
| 1Y | +62.2% | +10.7% | +51.6% | +62.9% |
| All | +62.2% | +11.6% | +50.7% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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