+161.2%
PANW vs DHR
-7.0%
+168.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -0.8% | -3.6% | +2.8% | 0.0% |
| 30D | -14.6% | -2.7% | -11.8% | -14.1% |
| 3M | +18.3% | +10.9% | +7.4% | +14.6% |
| 6M | +100.5% | +3.0% | +97.4% | +97.8% |
| YTD | +79.5% | -12.2% | +91.7% | +85.4% |
| 1Y | +66.7% | +3.3% | +63.4% | +62.8% |
| 3Y | +161.2% | -8.2% | +169.4% | +156.7% |
| All | +161.2% | -7.0% | +168.3% | +156.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling