+1,135.8%
PANW vs DIS
+32.4%
+1,103.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | +2.7% | +1.9% | +0.8% | +2.0% |
| 30D | -14.1% | +9.2% | -23.2% | -17.1% |
| 3M | -18.6% | +13.5% | -32.1% | -23.1% |
| 6M | +41.5% | +14.3% | +27.2% | +32.8% |
| YTD | +74.9% | +5.4% | +69.6% | +68.6% |
| 1Y | +57.4% | +12.2% | +45.2% | +47.5% |
| 3Y | +152.1% | +37.2% | +114.9% | +109.9% |
| 5Y | +275.3% | -23.1% | +298.4% | +296.3% |
| All | +1,135.8% | +32.4% | +1,103.5% | +817.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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