+273.2%
PANW vs DOCS
-52.4%
+325.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | +2.7% | +2.6% | +0.1% | +2.2% |
| 30D | -14.1% | +11.4% | -25.5% | -15.8% |
| 3M | -18.6% | +25.4% | -44.0% | -22.2% |
| 6M | +41.5% | +42.5% | -1.1% | +29.3% |
| YTD | +74.9% | -24.7% | +99.6% | +80.3% |
| 1Y | +57.4% | -32.9% | +90.3% | +65.6% |
| 3Y | +152.1% | +39.6% | +112.5% | +113.2% |
| All | +273.2% | -52.4% | +325.6% | +276.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling