+438.6%
PANW vs DOCS
-19.3%
+457.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +2.1% |
| 7D | -3.9% | -4.2% | +0.3% | -3.2% |
| 30D | -17.2% | +8.6% | -25.8% | -18.3% |
| 3M | -12.9% | +27.2% | -40.1% | -16.3% |
| 6M | +56.5% | +26.5% | +30.0% | +47.8% |
| YTD | +81.6% | -25.0% | +106.6% | +86.0% |
| 1Y | +53.2% | -37.0% | +90.2% | +61.3% |
| 3Y | +163.9% | +39.4% | +124.5% | +133.8% |
| 5Y | +295.1% | -56.7% | +351.8% | +276.8% |
| All | +438.6% | -19.3% | +457.9% | +428.8% |
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