+1,279.3%
PANW vs DOC
-2.1%
+1,281.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.8% |
| 7D | -10.3% | -1.5% | -8.8% | -10.1% |
| 30D | -8.1% | -4.8% | -3.3% | -7.3% |
| 3M | +19.3% | +6.9% | +12.5% | +17.2% |
| 6M | +110.2% | +20.7% | +89.4% | +99.7% |
| YTD | +80.9% | +34.1% | +46.8% | +67.5% |
| 1Y | +73.3% | +22.6% | +50.6% | +63.5% |
| 3Y | +174.6% | +20.8% | +153.8% | +156.7% |
| 5Y | +327.1% | -24.9% | +351.9% | +345.7% |
| All | +1,279.3% | -2.1% | +1,281.4% | +1,271.1% |
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