+726.2%
PANW vs DOW
-15.2%
+741.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +2.0% | -2.4% | +4.3% | +2.5% |
| 30D | -11.8% | -4.1% | -7.7% | -11.2% |
| 3M | +28.6% | -12.4% | +41.0% | +31.6% |
| 6M | +104.4% | -10.6% | +115.1% | +106.1% |
| YTD | +83.8% | +31.1% | +52.7% | +67.7% |
| 1Y | +71.5% | +30.5% | +41.0% | +55.5% |
| 3Y | +172.2% | -34.4% | +206.6% | +186.6% |
| 5Y | +332.2% | -35.5% | +367.7% | +351.1% |
| All | +726.2% | -15.2% | +741.4% | +614.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling