+62.2%
PANW vs DIA
+15.0%
+47.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -2.8% |
| 7D | -11.8% | +1.6% | -13.4% | -12.7% |
| 30D | -14.4% | +4.1% | -18.6% | -17.1% |
| 3M | -5.0% | -1.0% | -4.0% | -3.9% |
| 6M | +88.6% | +9.7% | +78.9% | +76.8% |
| YTD | +88.9% | +12.2% | +76.8% | +71.6% |
| 1Y | +62.2% | +14.9% | +47.4% | +43.1% |
| All | +62.2% | +15.0% | +47.3% | +43.1% |
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