+950.5%
PANW vs DOCU
+71.3%
+879.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +2.5% |
| 7D | -6.9% | +0.7% | -7.6% | -7.2% |
| 30D | -7.4% | +8.0% | -15.4% | -9.5% |
| 3M | +26.5% | +41.0% | -14.5% | +14.0% |
| 6M | +104.2% | +33.7% | +70.5% | +86.7% |
| YTD | +82.9% | -4.9% | +87.8% | +82.7% |
| 1Y | +70.7% | -20.4% | +91.1% | +77.8% |
| 3Y | +170.9% | +29.6% | +141.3% | +138.3% |
| 5Y | +334.1% | -76.9% | +411.0% | +431.1% |
| All | +950.5% | +71.3% | +879.2% | +651.1% |
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