+62.2%
PANW vs DOW
+50.2%
+12.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.8% |
| 7D | -11.8% | -4.2% | -7.6% | -11.9% |
| 30D | -14.4% | +14.7% | -29.1% | -13.6% |
| 3M | -5.0% | +9.1% | -14.1% | -4.4% |
| 6M | +88.6% | -17.7% | +106.2% | +91.9% |
| YTD | +88.9% | +44.6% | +44.3% | +90.2% |
| 1Y | +62.2% | +51.9% | +10.3% | +62.2% |
| All | +62.2% | +50.2% | +12.0% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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