+73.3%
PANW vs DOC
+23.9%
+49.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | -10.3% | -1.5% | -8.8% | -10.3% |
| 30D | -8.1% | -4.8% | -3.3% | -8.1% |
| 3M | +19.3% | +6.9% | +12.5% | +18.7% |
| 6M | +110.2% | +20.7% | +89.4% | +108.4% |
| YTD | +80.9% | +34.1% | +46.8% | +75.4% |
| 1Y | +73.3% | +22.6% | +50.6% | +69.0% |
| All | +73.3% | +23.9% | +49.4% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling