+62.2%
PANW vs OVV
+75.2%
-12.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | -0.9% |
| 7D | -11.8% | -12.1% | +0.3% | -12.4% |
| 30D | -14.4% | +2.9% | -17.3% | -13.9% |
| 3M | -5.0% | +3.7% | -8.7% | -4.2% |
| 6M | +88.6% | +0.6% | +88.0% | +91.0% |
| YTD | +88.9% | +62.5% | +26.5% | +98.2% |
| 1Y | +62.2% | +72.0% | -9.8% | +66.6% |
| All | +62.2% | +75.2% | -12.9% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling