+316.7%
PANW vs DT
-27.6%
+344.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -14.6% | +3.0% | -17.6% | -15.6% |
| 3M | +18.3% | +26.5% | -8.2% | +5.3% |
| 6M | +100.5% | +35.9% | +64.5% | +71.4% |
| YTD | +79.5% | +17.8% | +61.7% | +63.7% |
| 1Y | +66.7% | +4.1% | +62.7% | +60.7% |
| 3Y | +161.2% | +5.3% | +155.9% | +146.8% |
| All | +316.7% | -27.6% | +344.2% | +289.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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