+332.2%
PANW vs DRI
+63.5%
+268.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +2.0% | -4.8% | +6.8% | +3.2% |
| 30D | -11.8% | -5.2% | -6.6% | -10.9% |
| 3M | +28.6% | +2.7% | +25.9% | +26.6% |
| 6M | +104.4% | +3.6% | +100.8% | +99.8% |
| YTD | +83.8% | +15.4% | +68.3% | +72.1% |
| 1Y | +71.5% | +1.3% | +70.3% | +67.8% |
| 3Y | +172.2% | +53.1% | +119.1% | +121.0% |
| 5Y | +332.2% | +64.6% | +267.7% | +220.1% |
| All | +332.2% | +63.5% | +268.7% | +220.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling