+62.2%
PANW vs DOV
+21.2%
+41.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.7% |
| 7D | -11.8% | +2.2% | -14.0% | -11.6% |
| 30D | -14.4% | +11.2% | -25.6% | -13.7% |
| 3M | -5.0% | +1.6% | -6.6% | -5.1% |
| 6M | +88.6% | -3.2% | +91.8% | +86.4% |
| YTD | +88.9% | +9.7% | +79.2% | +82.4% |
| 1Y | +62.2% | +20.5% | +41.7% | +43.7% |
| All | +62.2% | +21.2% | +41.0% | +43.7% |
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