+48.5%
PANW vs DOCS
-49.1%
+97.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | -0.1% |
| 7D | -14.2% | -0.8% | -13.5% | -14.1% |
| 30D | -22.6% | +17.4% | -40.0% | -23.6% |
| 3M | -12.7% | +57.4% | -70.1% | -16.4% |
| 6M | +70.9% | +26.5% | +44.3% | +65.4% |
| YTD | +70.4% | -26.6% | +97.0% | +69.5% |
| 1Y | +48.5% | -48.1% | +96.5% | +48.7% |
| All | +48.5% | -49.1% | +97.6% | +48.7% |
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