+525.2%
PANW vs DOCN
+110.0%
+415.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.6% | -7.1% | +0.3% |
| 7D | -3.9% | +3.7% | -7.6% | -4.8% |
| 30D | -17.2% | -33.7% | +16.5% | -9.9% |
| 3M | -12.9% | -27.9% | +15.0% | -7.6% |
| 6M | +56.5% | -46.4% | +103.0% | +74.5% |
| YTD | +81.6% | +81.1% | +0.5% | +47.0% |
| 1Y | +53.2% | +74.3% | -21.1% | +25.1% |
| 3Y | +163.9% | +245.8% | -82.0% | +70.8% |
| 5Y | +295.1% | -23.7% | +318.9% | +204.7% |
| All | +525.2% | +110.0% | +415.2% | +332.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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