+167.4%
PANW vs DRI
+52.8%
+114.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | +2.0% | -4.8% | +6.8% | +2.3% |
| 30D | -11.8% | -5.2% | -6.6% | -11.5% |
| 3M | +28.6% | +2.7% | +25.9% | +27.6% |
| 6M | +104.4% | +3.6% | +100.8% | +102.2% |
| YTD | +83.8% | +15.4% | +68.3% | +77.3% |
| 1Y | +71.5% | +1.3% | +70.3% | +70.4% |
| All | +167.4% | +52.8% | +114.7% | +141.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling