+164.8%
PANW vs DIS
+31.1%
+133.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | +2.0% | -3.5% | +5.5% | +2.9% |
| 30D | -13.0% | +1.0% | -13.9% | -13.5% |
| 3M | +28.6% | +5.7% | +22.9% | +25.9% |
| 6M | +103.0% | +3.3% | +99.7% | +99.2% |
| YTD | +81.9% | -7.7% | +89.6% | +84.3% |
| 1Y | +69.6% | -10.0% | +79.6% | +72.9% |
| All | +164.8% | +31.1% | +133.6% | +133.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling