+1,248.2%
PANW vs DIA
+253.8%
+994.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -3.2% |
| 7D | -0.8% | -1.6% | +0.8% | +0.6% |
| 30D | -14.6% | -2.0% | -12.5% | -13.0% |
| 3M | +18.3% | +3.6% | +14.7% | +14.6% |
| 6M | +100.5% | +11.5% | +89.0% | +81.9% |
| YTD | +79.5% | +10.4% | +69.2% | +64.1% |
| 1Y | +66.7% | +15.6% | +51.1% | +46.3% |
| 3Y | +161.2% | +58.9% | +102.4% | +74.8% |
| 5Y | +322.2% | +65.3% | +256.9% | +175.2% |
| All | +1,248.2% | +253.8% | +994.4% | +407.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling