+1,280.2%
PANW vs OVV
+57.3%
+1,222.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +2.0% | -2.9% | +4.9% | +2.4% |
| 30D | -11.8% | +0.9% | -12.7% | -11.9% |
| 3M | +28.6% | +11.0% | +17.6% | +26.4% |
| 6M | +104.4% | +22.3% | +82.1% | +97.6% |
| YTD | +83.8% | +65.1% | +18.7% | +69.7% |
| 1Y | +71.5% | +53.1% | +18.4% | +59.8% |
| 3Y | +172.2% | +46.7% | +125.5% | +150.3% |
| 5Y | +332.2% | +155.5% | +176.7% | +260.1% |
| All | +1,280.2% | +57.3% | +1,222.9% | +874.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling