+436.7%
PANW vs DOCS
-36.0%
+472.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.8% |
| 7D | -10.3% | -1.4% | -8.9% | -10.1% |
| 30D | -8.1% | +21.8% | -29.9% | -11.8% |
| 3M | +19.3% | +27.3% | -8.0% | +13.6% |
| 6M | +110.2% | -0.3% | +110.5% | +106.1% |
| YTD | +80.9% | -40.5% | +121.4% | +92.6% |
| 1Y | +73.3% | -61.5% | +134.8% | +97.6% |
| 3Y | +174.6% | +8.2% | +166.4% | +153.1% |
| 5Y | +327.1% | -73.4% | +400.5% | +321.5% |
| All | +436.7% | -36.0% | +472.6% | +447.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling