+1,248.2%
PANW vs DVA
+187.8%
+1,060.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | -1.3% | +0.5% | -0.6% |
| 30D | -14.6% | 0.0% | -14.6% | -14.6% |
| 3M | +18.3% | -10.9% | +29.2% | +19.5% |
| 6M | +100.5% | +17.3% | +83.2% | +94.8% |
| YTD | +79.5% | +59.8% | +19.7% | +65.7% |
| 1Y | +66.7% | +36.3% | +30.5% | +57.7% |
| 3Y | +161.2% | +88.6% | +72.6% | +131.2% |
| 5Y | +322.2% | +47.5% | +274.7% | +282.2% |
| All | +1,248.2% | +187.8% | +1,060.4% | +944.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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