+3,684.3%
PANW vs DOV
+585.7%
+3,098.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.1% |
| 7D | +2.0% | +1.3% | +0.7% | +1.5% |
| 30D | -13.0% | -8.6% | -4.3% | -9.8% |
| 3M | +28.6% | -13.1% | +41.8% | +35.5% |
| 6M | +103.0% | -8.8% | +111.8% | +107.7% |
| YTD | +81.9% | -1.2% | +83.2% | +79.3% |
| 1Y | +69.6% | +10.7% | +58.9% | +58.6% |
| 3Y | +169.4% | +39.3% | +130.2% | +126.2% |
| 5Y | +331.0% | +16.4% | +314.6% | +284.4% |
| 10Y | +1,292.3% | +302.5% | +989.8% | +643.1% |
| All | +3,684.3% | +585.7% | +3,098.6% | +1,714.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling