+332.2%
PANW vs DOCN
+54.1%
+278.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.2% |
| 7D | -10.3% | +1.1% | -11.4% | -10.5% |
| 30D | -8.1% | -9.6% | +1.5% | -6.2% |
| 3M | +19.3% | -37.7% | +57.0% | +30.9% |
| 6M | +110.2% | +115.2% | -5.0% | +65.9% |
| YTD | +80.9% | +133.7% | -52.8% | +38.2% |
| 1Y | +73.3% | +250.2% | -176.9% | +17.7% |
| 3Y | +174.6% | +320.3% | -145.7% | +65.9% |
| All | +332.2% | +54.1% | +278.1% | +194.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling