+273.2%
PANW vs DOC
-21.4%
+294.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.7% | -0.9% | +3.6% | +2.8% |
| 30D | -14.1% | +7.7% | -21.8% | -15.2% |
| 3M | -18.6% | -2.0% | -16.6% | -18.5% |
| 6M | +41.5% | +5.9% | +35.6% | +39.4% |
| YTD | +74.9% | +31.8% | +43.1% | +64.1% |
| 1Y | +57.4% | +22.5% | +34.8% | +49.9% |
| 3Y | +152.1% | +54.7% | +97.4% | +123.7% |
| All | +273.2% | -21.4% | +294.6% | +299.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling