+264.0%
PANW vs DOC
-21.4%
+285.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -14.2% | +6.5% | -20.7% | -15.1% |
| 30D | -22.6% | +9.2% | -31.8% | -23.8% |
| 3M | -12.7% | -2.5% | -10.2% | -12.5% |
| 6M | +70.9% | +7.1% | +63.8% | +68.0% |
| YTD | +70.4% | +33.0% | +37.4% | +59.6% |
| 1Y | +48.5% | +23.3% | +25.2% | +41.3% |
| 3Y | +164.8% | +44.9% | +119.9% | +139.2% |
| All | +264.0% | -21.4% | +285.5% | +288.7% |
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