+1,148.5%
PANW vs DOC
+21.1%
+1,127.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.7% | +5.1% |
| 7D | -5.9% | +5.9% | -11.8% | -7.0% |
| 30D | -21.0% | +10.3% | -31.3% | -22.7% |
| 3M | -9.1% | -2.2% | -6.9% | -8.8% |
| 6M | +59.2% | +8.2% | +51.0% | +55.6% |
| YTD | +79.6% | +35.4% | +44.3% | +65.8% |
| 1Y | +55.9% | +23.6% | +32.2% | +46.9% |
| 3Y | +172.8% | +57.3% | +115.5% | +139.0% |
| 5Y | +287.5% | -19.6% | +307.1% | +297.8% |
| 10Y | +1,148.5% | +20.8% | +1,127.7% | +1,122.9% |
| All | +1,148.5% | +21.1% | +1,127.4% | +1,122.9% |
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