+73.3%
PANW vs DOV
+11.5%
+61.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.4% |
| 7D | -10.3% | -2.7% | -7.7% | -10.5% |
| 30D | -8.1% | -8.1% | 0.0% | -8.6% |
| 3M | +19.3% | -9.4% | +28.7% | +18.3% |
| 6M | +110.2% | -12.6% | +122.8% | +107.6% |
| YTD | +80.9% | -0.5% | +81.4% | +75.5% |
| 1Y | +73.3% | +9.2% | +64.0% | +66.5% |
| All | +73.3% | +11.5% | +61.7% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling