+73.3%
PANW vs DIA
+19.6%
+53.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | -10.3% | -0.2% | -10.1% | -10.2% |
| 30D | -8.1% | -1.5% | -6.6% | -6.7% |
| 3M | +19.3% | +3.8% | +15.6% | +15.5% |
| 6M | +110.2% | +10.3% | +99.9% | +93.0% |
| YTD | +80.9% | +12.1% | +68.8% | +63.3% |
| 1Y | +73.3% | +18.6% | +54.6% | +46.6% |
| All | +73.3% | +19.6% | +53.7% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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