+1,135.3%
PANW vs DOC
+15.7%
+1,119.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -14.2% | +6.5% | -20.7% | -15.4% |
| 30D | -22.6% | +9.2% | -31.8% | -24.1% |
| 3M | -12.7% | -2.5% | -10.2% | -12.5% |
| 6M | +70.9% | +7.1% | +63.8% | +67.4% |
| YTD | +70.4% | +33.0% | +37.4% | +57.9% |
| 1Y | +48.5% | +23.3% | +25.2% | +40.0% |
| 3Y | +164.8% | +44.9% | +119.9% | +136.7% |
| 5Y | +281.4% | -21.6% | +303.0% | +293.4% |
| All | +1,135.3% | +15.7% | +1,119.6% | +1,109.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling