+161.2%
PANW vs DOV
+37.0%
+124.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.6% |
| 7D | -0.8% | -2.0% | +1.2% | -0.2% |
| 30D | -14.6% | -8.9% | -5.7% | -12.3% |
| 3M | +18.3% | -13.3% | +31.5% | +22.8% |
| 6M | +100.5% | -9.7% | +110.1% | +103.3% |
| YTD | +79.5% | -2.5% | +82.0% | +75.2% |
| 1Y | +66.7% | +7.2% | +59.5% | +55.4% |
| 3Y | +161.2% | +39.4% | +121.8% | +126.3% |
| All | +161.2% | +37.0% | +124.2% | +126.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling