+419.6%
PANW vs DOCS
-19.4%
+438.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.5% |
| 7D | +2.5% | +0.1% | +2.5% | +2.5% |
| 30D | -18.7% | +8.7% | -27.4% | -19.8% |
| 3M | -16.6% | +32.9% | -49.5% | -20.5% |
| 6M | +49.7% | +25.5% | +24.1% | +41.4% |
| YTD | +75.2% | -25.0% | +100.2% | +79.5% |
| 1Y | +53.6% | -34.9% | +88.5% | +60.8% |
| 3Y | +154.6% | +39.3% | +115.2% | +125.6% |
| 5Y | +275.8% | -54.8% | +330.6% | +258.2% |
| All | +419.6% | -19.4% | +438.9% | +410.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling