+3,684.3%
PANW vs DRI
+613.1%
+3,071.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.1% |
| 7D | +2.0% | -4.8% | +6.8% | +3.3% |
| 30D | -13.0% | -3.9% | -9.0% | -12.3% |
| 3M | +28.6% | +5.1% | +23.5% | +26.1% |
| 6M | +103.0% | +5.5% | +97.5% | +98.0% |
| YTD | +81.9% | +16.5% | +65.5% | +72.0% |
| 1Y | +69.6% | +2.0% | +67.6% | +65.8% |
| 3Y | +169.4% | +54.5% | +114.9% | +131.0% |
| 5Y | +331.0% | +66.6% | +264.4% | +257.3% |
| 10Y | +1,292.3% | +353.6% | +938.7% | +676.1% |
| All | +3,684.3% | +613.1% | +3,071.2% | +1,803.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling