+331.0%
PANW vs DIS
-42.0%
+373.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.2% |
| 7D | +2.0% | -3.5% | +5.5% | +3.4% |
| 30D | -13.0% | +1.0% | -13.9% | -13.7% |
| 3M | +28.6% | +5.7% | +22.9% | +24.7% |
| 6M | +103.0% | +3.3% | +99.7% | +97.8% |
| YTD | +81.9% | -7.7% | +89.6% | +85.3% |
| 1Y | +69.6% | -10.0% | +79.6% | +74.2% |
| 3Y | +169.4% | +31.7% | +137.7% | +119.7% |
| 5Y | +331.0% | -42.2% | +373.2% | +403.8% |
| All | +331.0% | -42.0% | +373.0% | +403.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling