+3,684.3%
PANW vs DIA
+444.1%
+3,240.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | +0.2% |
| 7D | +2.0% | -1.2% | +3.2% | +3.2% |
| 30D | -13.0% | -2.7% | -10.3% | -10.7% |
| 3M | +28.6% | +3.3% | +25.4% | +24.9% |
| 6M | +103.0% | +10.4% | +92.5% | +85.0% |
| YTD | +81.9% | +10.0% | +71.9% | +66.2% |
| 1Y | +69.6% | +16.2% | +53.5% | +47.1% |
| 3Y | +169.4% | +58.7% | +110.7% | +76.2% |
| 5Y | +331.0% | +63.6% | +267.4% | +176.5% |
| 10Y | +1,292.3% | +251.0% | +1,041.2% | +305.4% |
| All | +3,684.3% | +444.1% | +3,240.2% | +681.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling