+164.8%
PANW vs DOCS
+47.6%
+117.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | 0.0% |
| 7D | -14.2% | -0.8% | -13.5% | -14.1% |
| 30D | -22.6% | +17.4% | -40.0% | -24.4% |
| 3M | -12.7% | +57.4% | -70.1% | -18.9% |
| 6M | +70.9% | +26.5% | +44.3% | +62.4% |
| YTD | +70.4% | -26.6% | +97.0% | +76.0% |
| 1Y | +48.5% | -48.1% | +96.5% | +61.8% |
| 3Y | +164.8% | +52.6% | +112.2% | +152.2% |
| All | +164.8% | +47.6% | +117.3% | +152.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling