+282.4%
PANW vs DOC
-22.1%
+304.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.3% | -9.5% |
| 7D | -17.3% | +6.2% | -23.5% | -18.1% |
| 30D | -25.1% | +6.5% | -31.5% | -25.9% |
| 3M | -13.2% | -6.2% | -7.0% | -12.4% |
| 6M | +71.0% | +25.6% | +45.4% | +62.5% |
| YTD | +70.8% | +32.1% | +38.8% | +60.2% |
| 1Y | +47.6% | +20.3% | +27.3% | +41.2% |
| 3Y | +158.4% | +42.7% | +115.7% | +134.4% |
| 5Y | +282.4% | -22.2% | +304.5% | +308.5% |
| All | +282.4% | -22.1% | +304.4% | +308.5% |
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