+62.2%
PANW vs DRI
+34.0%
+28.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | +0.6% |
| 7D | -11.8% | +6.5% | -18.3% | -10.4% |
| 30D | -14.4% | +16.4% | -30.8% | -11.5% |
| 3M | -5.0% | +13.6% | -18.6% | -1.9% |
| 6M | +88.6% | +22.0% | +66.6% | +96.3% |
| YTD | +88.9% | +29.3% | +59.6% | +98.7% |
| 1Y | +62.2% | +32.0% | +30.2% | +71.2% |
| All | +62.2% | +34.0% | +28.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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