+917.4%
PANW vs DOCU
+104.4%
+813.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | -6.8% | -3.4% | -3.4% | -5.9% |
| 30D | -22.1% | +9.3% | -31.3% | -24.1% |
| 3M | -15.2% | +30.2% | -45.5% | -21.5% |
| 6M | +57.0% | +62.1% | -5.1% | +35.9% |
| YTD | +77.2% | +13.5% | +63.6% | +68.2% |
| 1Y | +50.7% | +11.5% | +39.2% | +43.5% |
| 3Y | +157.5% | +89.5% | +68.0% | +104.1% |
| 5Y | +292.3% | -69.6% | +361.9% | +344.9% |
| All | +917.4% | +104.4% | +813.0% | +591.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling