+707.1%
PANW vs DOW
-17.0%
+724.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.3% | -1.9% |
| 7D | -0.8% | -1.4% | +0.6% | -0.5% |
| 30D | -14.6% | -3.9% | -10.6% | -14.0% |
| 3M | +18.3% | -12.7% | +31.0% | +21.1% |
| 6M | +100.5% | -13.7% | +114.2% | +103.8% |
| YTD | +79.5% | +28.4% | +51.1% | +64.6% |
| 1Y | +66.7% | +21.8% | +45.0% | +53.8% |
| 3Y | +161.2% | -35.7% | +196.9% | +176.2% |
| 5Y | +322.2% | -36.8% | +359.0% | +342.6% |
| All | +707.1% | -17.0% | +724.0% | +601.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling