+62.2%
PANW vs DOCS
-47.4%
+109.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -7.0% | -1.2% |
| 7D | -11.8% | +1.2% | -13.0% | -11.9% |
| 30D | -14.4% | +21.3% | -35.7% | -15.9% |
| 3M | -5.0% | +58.4% | -63.4% | -9.1% |
| 6M | +88.6% | +39.3% | +49.3% | +80.4% |
| YTD | +88.9% | -21.7% | +110.6% | +86.8% |
| 1Y | +62.2% | -47.3% | +109.6% | +64.0% |
| All | +62.2% | -47.4% | +109.7% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling