+1,248.2%
PANW vs DRI
+353.8%
+894.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.5% | -2.6% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -14.6% | -7.8% | -6.7% | -13.1% |
| 3M | +18.3% | +0.4% | +17.9% | +17.5% |
| 6M | +100.5% | +4.8% | +95.7% | +96.3% |
| YTD | +79.5% | +16.7% | +62.8% | +70.3% |
| 1Y | +66.7% | +1.5% | +65.2% | +63.5% |
| 3Y | +161.2% | +56.3% | +105.0% | +125.8% |
| 5Y | +322.2% | +66.4% | +255.8% | +254.4% |
| All | +1,248.2% | +353.8% | +894.4% | +784.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling