+3,722.6%
PANW vs DHR
+873.5%
+2,849.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.7% |
| 7D | +2.0% | -5.0% | +6.9% | +3.7% |
| 30D | -11.8% | -3.3% | -8.5% | -11.0% |
| 3M | +28.6% | +9.4% | +19.2% | +23.6% |
| 6M | +104.4% | +3.2% | +101.3% | +99.8% |
| YTD | +83.8% | -12.0% | +95.8% | +89.4% |
| 1Y | +71.5% | +4.9% | +66.6% | +65.3% |
| 3Y | +172.2% | -7.4% | +179.5% | +168.6% |
| 5Y | +332.2% | -29.8% | +362.0% | +363.3% |
| 10Y | +1,306.4% | +209.1% | +1,097.3% | +934.3% |
| All | +3,722.6% | +873.5% | +2,849.1% | +1,584.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling