+50.7%
PANW vs DOCS
-40.0%
+90.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | -6.8% | -0.6% | -6.3% | -6.7% |
| 30D | -22.1% | +6.3% | -28.4% | -22.5% |
| 3M | -15.2% | +26.5% | -41.7% | -17.1% |
| 6M | +57.0% | +24.8% | +32.2% | +52.1% |
| YTD | +77.2% | -26.8% | +104.0% | +80.7% |
| 1Y | +50.7% | -38.3% | +89.0% | +56.0% |
| All | +50.7% | -40.0% | +90.7% | +56.0% |
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